Kestra Private Wealth Services’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 | $66.7M | Buy |
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|
2025
Q1 | $63.6M | Buy |
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|
2024
Q4 | $55.6M | Buy |
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|
2024
Q3 | $45.8M | Buy |
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|
2024
Q2 | $42.3M | Buy |
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|
2024
Q1 | $39.8M | Buy |
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|
2023
Q4 | $35.5M | Buy |
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|
2023
Q3 | $27.9M | Buy |
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|
2023
Q2 | $23.9M | Buy |
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|
2023
Q1 | $19.2M | Buy |
|
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|
2022
Q4 | $16.6M | Sell |
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|
2022
Q3 | $15.1M | Buy |
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|
2022
Q2 | $16.3M | Buy |
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|
2022
Q1 | $17.6M | Sell |
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|
2021
Q4 | $17.7M | Buy |
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|
2021
Q3 | $15.7M | Buy |
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|
2021
Q2 | $15.8M | Buy |
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|
2021
Q1 | $14.1M | Sell |
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|
2020
Q4 | $14.5M | Buy |
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|
2020
Q3 | $12.5M | Buy |
|