Kesler Norman & Wride’s Visa V Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $5.18M | Buy |
14,591
+144
| +1% | +$51.1K | 0.92% | 39 |
|
2025
Q1 | $5.06M | Buy |
14,447
+348
| +2% | +$122K | 0.96% | 37 |
|
2024
Q4 | $4.46M | Buy |
14,099
+1,431
| +11% | +$452K | 0.96% | 39 |
|
2024
Q3 | $3.48M | Sell |
12,668
-823
| -6% | -$226K | 0.68% | 49 |
|
2024
Q2 | $3.54M | Buy |
13,491
+2,345
| +21% | +$616K | 0.75% | 48 |
|
2024
Q1 | $3.11M | Buy |
11,146
+9,392
| +535% | +$2.62M | 0.66% | 47 |
|
2023
Q4 | $457K | Buy |
+1,754
| New | +$457K | 0.1% | 130 |
|