Kelly Financial Services’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $368K | Buy |
1,038
+8
| +0.8% | +$2.84K | 0.11% | 73 |
|
|
2025
Q1 | $361K | Sell |
1,030
-10
| -1% | -$3.51K | 0.13% | 69 |
|
|
2024
Q4 | $329K | Sell |
1,040
-14
| -1% | -$4.43K | 0.12% | 77 |
|
|
2024
Q3 | $290K | Sell |
1,054
-9
| -0.8% | -$2.48K | 0.11% | 87 |
|
|
2024
Q2 | $279K | Sell |
1,063
-25
| -2% | -$6.56K | 0.1% | 88 |
|
|
2024
Q1 | $304K | Buy |
1,088
+166
| +18% | +$46.3K | 0.12% | 86 |
|
|
2023
Q4 | $240K | Buy |
922
+10
| +1% | +$2.6K | 0.1% | 90 |
|
|
2023
Q3 | $210K | Buy |
912
+2
| +0.2% | +$460 | 0.1% | 88 |
|
|
2023
Q2 | $216K | Buy |
910
+31
| +4% | +$7.36K | 0.1% | 83 |
|
|
2023
Q1 | $198K | Sell |
879
-15
| -2% | -$3.38K | 0.1% | 81 |
|
|
2022
Q4 | $186K | Hold |
894
| – | – | 0.1% | 88 |
|
|
2022
Q3 | $159K | Buy |
894
+19
| +2% | +$3.38K | 0.09% | 82 |
|
|
2022
Q2 | $172K | Sell |
875
-18
| -2% | -$3.55K | 0.09% | 83 |
|
|
2022
Q1 | $198K | Sell |
893
-329
| -27% | -$73K | 0.09% | 80 |
|
|
2021
Q4 | $265K | Buy |
1,222
+154
| +14% | +$33.4K | 0.12% | 66 |
|
|
2021
Q3 | $238K | Sell |
1,068
-240,598
| -100% | -$53.6M | 0.13% | 59 |
|
|
2021
Q2 | $1.03M | Buy |
241,666
+240,758
| +26,515% | +$1.03M | 0.04% | 115 |
|
|
2021
Q1 | $192K | Buy |
908
+23
| +3% | +$4.87K | 0.12% | 49 |
|
|
2020
Q4 | $194K | Sell |
885
-20
| -2% | -$4.37K | 0.13% | 39 |
|
|
2020
Q3 | $181K | Hold |
905
| – | – | 0.13% | 32 |
|
|
2020
Q2 | $175K | Hold |
905
| – | – | 0.14% | 33 |
|
|
2020
Q1 | $146K | Buy |
905
+1
| +0.1% | +$161 | 0.18% | 29 |
|
|
2019
Q4 | $170K | Sell |
904
-4
| -0.4% | -$752 | 0.13% | 31 |
|
|
2019
Q3 | $156K | Buy |
908
+106
| +13% | +$18.2K | 0.14% | 31 |
|
|
2019
Q2 | $139K | Buy |
802
+26
| +3% | +$4.51K | 0.13% | 35 |
|
|
2019
Q1 | $121K | Buy |
+776
| New | +$121K | 0.13% | 38 |
|