Kestra Advisory 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 | $70.8M | Buy |
199,512
+3,389
| +2% | +$1.2M | 0.35% | 41 |
|
|
2025
Q1 | $68.7M | Sell |
196,123
-8,318
| -4% | -$2.92M | 0.33% | 37 |
|
|
2024
Q4 | $64.6M | Sell |
204,441
-41,757
| -17% | -$13.2M | 0.35% | 49 |
|
|
2024
Q3 | $67.7M | Sell |
246,198
-2,871
| -1% | -$789K | 0.37% | 41 |
|
|
2024
Q2 | $65.4M | Buy |
249,069
+64,875
| +35% | +$17M | 0.37% | 42 |
|
|
2024
Q1 | $51.4M | Buy |
184,194
+13,232
| +8% | +$3.69M | 0.34% | 46 |
|
|
2023
Q4 | $44.5M | Buy |
170,962
+10,214
| +6% | +$2.66M | 0.36% | 47 |
|
|
2023
Q3 | $37M | Buy |
160,748
+20,470
| +15% | +$4.71M | 0.36% | 43 |
|
|
2023
Q2 | $33.3M | Buy |
140,278
+2,709
| +2% | +$643K | 0.33% | 52 |
|
|
2023
Q1 | $31M | Sell |
137,569
-65,371
| -32% | -$14.7M | 0.34% | 52 |
|
|
2022
Q4 | $42.2M | Buy |
202,940
+30,233
| +18% | +$6.28M | 0.37% | 46 |
|
|
2022
Q3 | $30.7M | Sell |
172,707
-8,006
| -4% | -$1.42M | 0.33% | 57 |
|
|
2022
Q2 | $35.6M | Buy |
180,713
+37,384
| +26% | +$7.36M | 0.37% | 48 |
|
|
2022
Q1 | $31.8M | Sell |
143,329
-494
| -0.3% | -$110K | 0.33% | 58 |
|
|
2021
Q4 | $31.2M | Sell |
143,823
-43,797
| -23% | -$9.49M | 0.32% | 64 |
|
|
2021
Q3 | $41.8M | Buy |
187,620
+51,999
| +38% | +$11.6M | 0.42% | 39 |
|
|
2021
Q2 | $31.7M | Buy |
135,621
+5,303
| +4% | +$1.24M | 0.36% | 53 |
|
|
2021
Q1 | $27.6M | Sell |
130,318
-46,629
| -26% | -$9.87M | 0.35% | 52 |
|
|
2020
Q4 | $38.6M | Buy |
176,947
+81,641
| +86% | +$17.8M | 0.45% | 38 |
|
|
2020
Q3 | $19.1M | Buy |
+95,306
| New | +$19.1M | 0.36% | 59 |
|