KPWS
Kestra Private Wealth Services’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $66.7M | Buy |
187,951
+6,581
| +4% | +$2.34M | 0.96% | 14 |
|
|
2025
Q1 | $63.6M | Buy |
181,370
+5,467
| +3% | +$1.92M | 1.06% | 11 |
|
|
2024
Q4 | $55.6M | Buy |
175,903
+9,260
| +6% | +$2.93M | 0.94% | 17 |
|
|
2024
Q3 | $45.8M | Buy |
166,643
+5,320
| +3% | +$1.46M | 0.84% | 18 |
|
|
2024
Q2 | $42.3M | Buy |
161,323
+18,790
| +13% | +$4.93M | 0.85% | 19 |
|
|
2024
Q1 | $39.8M | Buy |
142,533
+6,248
| +5% | +$1.74M | 0.9% | 15 |
|
|
2023
Q4 | $35.5M | Buy |
136,285
+14,787
| +12% | +$3.85M | 0.91% | 14 |
|
|
2023
Q3 | $27.9M | Buy |
121,498
+20,881
| +21% | +$4.8M | 0.88% | 13 |
|
|
2023
Q2 | $23.9M | Buy |
100,617
+15,576
| +18% | +$3.7M | 0.82% | 13 |
|
|
2023
Q1 | $19.2M | Buy |
85,041
+5,150
| +6% | +$1.16M | 0.76% | 14 |
|
|
2022
Q4 | $16.6M | Sell |
79,891
-4,830
| -6% | -$1M | 0.84% | 11 |
|
|
2022
Q3 | $15.1M | Buy |
84,721
+1,784
| +2% | +$317K | 0.87% | 10 |
|
|
2022
Q2 | $16.3M | Buy |
82,937
+3,760
| +5% | +$740K | 0.93% | 9 |
|
|
2022
Q1 | $17.6M | Sell |
79,177
-2,420
| -3% | -$537K | 0.87% | 9 |
|
|
2021
Q4 | $17.7M | Buy |
81,597
+10,944
| +15% | +$2.37M | 0.85% | 11 |
|
|
2021
Q3 | $15.7M | Buy |
70,653
+2,982
| +4% | +$664K | 0.88% | 12 |
|
|
2021
Q2 | $15.8M | Buy |
67,671
+1,312
| +2% | +$307K | 0.96% | 9 |
|
|
2021
Q1 | $14.1M | Sell |
66,359
-15
| -0% | -$3.18K | 0.98% | 8 |
|
|
2020
Q4 | $14.5M | Buy |
66,374
+3,720
| +6% | +$812K | 1.07% | 7 |
|
|
2020
Q3 | $12.5M | Buy |
+62,654
| New | +$12.5M | 1.09% | 8 |
|