Kelly Financial Services’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 | $332K | Sell |
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|
2025
Q2 | $368K | Buy |
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|
2025
Q1 | $361K | Sell |
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|
2024
Q4 | $329K | Sell |
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|
2024
Q3 | $290K | Sell |
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|
2024
Q2 | $279K | Sell |
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|
2024
Q1 | $304K | Buy |
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|
2023
Q4 | $240K | Buy |
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|
2023
Q3 | $210K | Buy |
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|
2023
Q2 | $216K | Buy |
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|
2023
Q1 | $198K | Sell |
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|
2022
Q4 | $186K | Hold |
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|
2022
Q3 | $159K | Buy |
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|
2022
Q2 | $172K | Sell |
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|
2022
Q1 | $198K | Sell |
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|
2021
Q4 | $265K | Buy |
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|
2021
Q3 | $238K | Sell |
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|
2021
Q2 | $1.03M | Buy |
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|
2021
Q1 | $192K | Buy |
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|
2020
Q4 | $194K | Sell |
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|
2020
Q3 | $181K | Hold |
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|
2020
Q2 | $175K | Hold |
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|
2020
Q1 | $146K | Buy |
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|
2019
Q4 | $170K | Sell |
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|
2019
Q3 | $156K | Buy |
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|
2019
Q2 | $139K | Buy |
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|
2019
Q1 | $121K | Buy |
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