Kelleher Financial Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $682K | Sell |
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|
2025
Q1 | $674K | Sell |
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|
2024
Q4 | $650K | Buy |
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|
2024
Q3 | $360K | Hold |
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|
2024
Q2 | $344K | Hold |
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|
2024
Q1 | $365K | Hold |
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|
2023
Q4 | $341K | Hold |
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|
2023
Q3 | $301K | Sell |
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|
2023
Q2 | $465K | Hold |
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|
2023
Q1 | $442K | Hold |
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|
2022
Q4 | $407K | Buy |
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|
2022
Q3 | $328K | Hold |
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|
2022
Q2 | $363K | Hold |
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|
2022
Q1 | $409K | Buy |
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|
2021
Q4 | $392K | Sell |
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|
2021
Q3 | $638K | Buy |
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|
2021
Q2 | $271K | Sell |
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|
2021
Q1 | $460K | Buy |
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|
2020
Q4 | $244K | Sell |
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|
2020
Q3 | $353K | Hold |
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|
2020
Q2 | $341K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $209K | Sell |
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|
2019
Q3 | $211K | Hold |
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|
2019
Q2 | $213K | Buy |
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