Kelman-Lazarov Inc’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $201K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $209K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $230K | Sell |
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|
2019
Q4 | $498K | Sell |
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|
2019
Q3 | $506K | Sell |
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|
2019
Q2 | $566K | Sell |
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|
2019
Q1 | $868K | Sell |
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|
2018
Q4 | $1.15M | Sell |
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|
2018
Q3 | $1.67M | Sell |
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|
2018
Q2 | $1.68M | Sell |
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|
2018
Q1 | $1.59M | Sell |
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|
2017
Q4 | $1.57M | Buy |
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|
2017
Q3 | $1.25M | Buy |
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|
2017
Q2 | $314K | Buy |
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