Kellett Wealth 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
Q3 | $688K | Buy |
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|
2025
Q2 | $648K | Buy |
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|
2025
Q1 | $441K | Buy |
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|
2024
Q4 | $389K | Buy |
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|
2024
Q3 | $329K | Sell |
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|
2024
Q2 | $406K | Buy |
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|
2024
Q1 | $279K | Buy |
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|
2023
Q4 | $255K | Hold |
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|
2023
Q3 | $226K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $332K | Sell |
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|
2022
Q4 | $328K | Hold |
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|
2022
Q3 | $327K | Buy |
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|
2022
Q2 | $291K | Hold |
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|
2022
Q1 | $328K | Sell |
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|
2021
Q4 | $353K | Buy |
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