KIM
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Kestra Investment Management’s Visa V Stock Holding History

Kestra Investment Management’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$6.01M Buy
17,046
+7,405
+77% +$2.61M 0.09% 78
2025
Q1 		$3.38M Buy
9,641
+2,932
+44% +$1.03M 0.11% 71
2024
Q4 		$2.12M Sell
6,709
-499
-7% -$158K 0.08% 80
2024
Q3 		$1.98M Buy
+7,208
New +$1.98M 0.09% 79