KFA
Kelleher Financial Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $682K | Sell |
1,921
-2
| -0.1% | -$710 | 0.24% | 59 |
|
|
2025
Q1 | $674K | Sell |
1,923
-134
| -7% | -$47K | 0.27% | 54 |
|
|
2024
Q4 | $650K | Buy |
2,057
+748
| +57% | +$236K | 0.25% | 53 |
|
|
2024
Q3 | $360K | Hold |
1,309
| – | – | 0.14% | 86 |
|
|
2024
Q2 | $344K | Hold |
1,309
| – | – | 0.14% | 86 |
|
|
2024
Q1 | $365K | Hold |
1,309
| – | – | 0.15% | 89 |
|
|
2023
Q4 | $341K | Hold |
1,309
| – | – | 0.16% | 78 |
|
|
2023
Q3 | $301K | Sell |
1,309
-650
| -33% | -$150K | 0.15% | 78 |
|
|
2023
Q2 | $465K | Hold |
1,959
| – | – | 0.27% | 67 |
|
|
2023
Q1 | $442K | Hold |
1,959
| – | – | 0.29% | 63 |
|
|
2022
Q4 | $407K | Buy |
1,959
+111
| +6% | +$23.1K | 0.31% | 61 |
|
|
2022
Q3 | $328K | Hold |
1,848
| – | – | 0.24% | 76 |
|
|
2022
Q2 | $363K | Hold |
1,848
| – | – | 0.16% | 93 |
|
|
2022
Q1 | $409K | Buy |
1,848
+39
| +2% | +$8.63K | 0.23% | 78 |
|
|
2021
Q4 | $392K | Sell |
1,809
-1,059
| -37% | -$229K | 0.21% | 79 |
|
|
2021
Q3 | $638K | Buy |
2,868
+1,709
| +147% | +$380K | 0.28% | 84 |
|
|
2021
Q2 | $271K | Sell |
1,159
-1,016
| -47% | -$238K | 0.15% | 99 |
|
|
2021
Q1 | $460K | Buy |
2,175
+1,059
| +95% | +$224K | 0.3% | 70 |
|
|
2020
Q4 | $244K | Sell |
1,116
-650
| -37% | -$142K | 0.18% | 89 |
|
|
2020
Q3 | $353K | Hold |
1,766
| – | – | 0.29% | 68 |
|
|
2020
Q2 | $341K | Buy |
+1,766
| New | +$341K | 0.33% | 68 |
|
|
2020
Q1 | – | Sell |
-1,116
| Closed | -$209K | – | 105 |
|
|
2019
Q4 | $209K | Sell |
1,116
-113
| -9% | -$21.2K | 0.21% | 89 |
|
|
2019
Q3 | $211K | Hold |
1,229
| – | – | 0.26% | 79 |
|
|
2019
Q2 | $213K | Buy |
+1,229
| New | +$213K | 0.26% | 78 |
|