Kellett Wealth Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $648K | Buy |
1,824
+565
| +45% | +$201K | 0.42% | 32 |
|
|
2025
Q1 | $441K | Buy |
1,259
+27
| +2% | +$9.47K | 0.31% | 38 |
|
|
2024
Q4 | $389K | Buy |
1,232
+36
| +3% | +$11.4K | 0.27% | 42 |
|
|
2024
Q3 | $329K | Sell |
1,196
-350
| -23% | -$96.3K | 0.24% | 51 |
|
|
2024
Q2 | $406K | Buy |
1,546
+547
| +55% | +$144K | 0.33% | 33 |
|
|
2024
Q1 | $279K | Buy |
999
+18
| +2% | +$5.03K | 0.19% | 67 |
|
|
2023
Q4 | $255K | Hold |
981
| – | – | 0.19% | 66 |
|
|
2023
Q3 | $226K | Buy |
+981
| New | +$226K | 0.19% | 58 |
|
|
2023
Q2 | – | Sell |
-1,471
| Closed | -$332K | – | 62 |
|
|
2023
Q1 | $332K | Sell |
1,471
-106
| -7% | -$23.9K | 0.32% | 35 |
|
|
2022
Q4 | $328K | Hold |
1,577
| – | – | 0.32% | 35 |
|
|
2022
Q3 | $327K | Buy |
1,577
+100
| +7% | +$20.7K | 0.4% | 35 |
|
|
2022
Q2 | $291K | Hold |
1,477
| – | – | 0.38% | 41 |
|
|
2022
Q1 | $328K | Sell |
1,477
-150
| -9% | -$33.3K | 0.26% | 40 |
|
|
2021
Q4 | $353K | Buy |
+1,627
| New | +$353K | 0.27% | 37 |
|