KLI
Kelman-Lazarov Inc’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $201K | Buy |
+565
| New | +$201K | 0.03% | 122 |
|
|
2024
Q2 | – | Sell |
-750
| Closed | -$209K | – | 108 |
|
|
2024
Q1 | $209K | Buy |
+750
| New | +$209K | 0.04% | 101 |
|
|
2020
Q2 | – | Sell |
-1,427
| Closed | -$230K | – | 80 |
|
|
2020
Q1 | $230K | Sell |
1,427
-1,225
| -46% | -$197K | 0.12% | 70 |
|
|
2019
Q4 | $498K | Sell |
2,652
-287
| -10% | -$53.9K | 0.22% | 52 |
|
|
2019
Q3 | $506K | Sell |
2,939
-324
| -10% | -$55.8K | 0.25% | 52 |
|
|
2019
Q2 | $566K | Sell |
3,263
-2,296
| -41% | -$398K | 0.29% | 52 |
|
|
2019
Q1 | $868K | Sell |
5,559
-3,183
| -36% | -$497K | 0.46% | 42 |
|
|
2018
Q4 | $1.15M | Sell |
8,742
-2,369
| -21% | -$312K | 0.72% | 32 |
|
|
2018
Q3 | $1.67M | Sell |
11,111
-1,586
| -12% | -$238K | 0.98% | 26 |
|
|
2018
Q2 | $1.68M | Sell |
12,697
-606
| -5% | -$80.3K | 0.9% | 32 |
|
|
2018
Q1 | $1.59M | Sell |
13,303
-439
| -3% | -$52.5K | 0.86% | 33 |
|
|
2017
Q4 | $1.57M | Buy |
13,742
+1,895
| +16% | +$216K | 0.8% | 35 |
|
|
2017
Q3 | $1.25M | Buy |
11,847
+8,497
| +254% | +$894K | 0.66% | 45 |
|
|
2017
Q2 | $314K | Buy |
+3,350
| New | +$314K | 0.17% | 95 |
|