KMWM
Keudell/Morrison Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.11M | Sell |
11,578
-368
| -3% | -$131K | 0.91% | 19 |
|
|
2025
Q1 | $4.19M | Sell |
11,946
-45
| -0.4% | -$15.8K | 0.99% | 21 |
|
|
2024
Q4 | $3.79M | Sell |
11,991
-22
| -0.2% | -$6.95K | 0.99% | 22 |
|
|
2024
Q3 | $3.3M | Buy |
12,013
+243
| +2% | +$66.8K | 0.9% | 23 |
|
|
2024
Q2 | $3.09M | Sell |
11,770
-47
| -0.4% | -$12.3K | 0.9% | 22 |
|
|
2024
Q1 | $3.3M | Buy |
11,817
+162
| +1% | +$45.2K | 1% | 22 |
|
|
2023
Q4 | $3.03M | Sell |
11,655
-33
| -0.3% | -$8.59K | 1% | 21 |
|
|
2023
Q3 | $2.69M | Sell |
11,688
-86
| -0.7% | -$19.8K | 0.82% | 23 |
|
|
2023
Q2 | $2.8M | Buy |
11,774
+13
| +0.1% | +$3.09K | 0.81% | 23 |
|
|
2023
Q1 | $2.65M | Buy |
11,761
+43
| +0.4% | +$9.7K | 0.78% | 22 |
|
|
2022
Q4 | $2.43M | Sell |
11,718
-218
| -2% | -$45.3K | 0.78% | 24 |
|
|
2022
Q3 | $2.12M | Sell |
11,936
-744
| -6% | -$132K | 0.79% | 22 |
|
|
2022
Q2 | $2.5M | Sell |
12,680
-272
| -2% | -$53.6K | 0.91% | 19 |
|
|
2022
Q1 | $2.87M | Buy |
12,952
+62
| +0.5% | +$13.7K | 1.2% | 14 |
|
|
2021
Q4 | $2.79M | Buy |
12,890
+560
| +5% | +$121K | 1.1% | 13 |
|
|
2021
Q3 | $2.75M | Buy |
12,330
+205
| +2% | +$45.7K | 1.18% | 14 |
|
|
2021
Q2 | $2.84M | Buy |
12,125
+129
| +1% | +$30.2K | 1.55% | 12 |
|
|
2021
Q1 | $2.54M | Buy |
11,996
+9
| +0.1% | +$1.91K | 1.47% | 14 |
|
|
2020
Q4 | $2.62M | Buy |
11,987
+609
| +5% | +$133K | 1.66% | 13 |
|
|
2020
Q3 | $2.28M | Sell |
11,378
-188
| -2% | -$37.6K | 1.46% | 15 |
|
|
2020
Q2 | $2.23M | Buy |
11,566
+1,196
| +12% | +$231K | 1.85% | 10 |
|
|
2020
Q1 | $1.67M | Buy |
10,370
+147
| +1% | +$23.7K | 1.63% | 13 |
|
|
2019
Q4 | $1.92M | Sell |
10,223
-243
| -2% | -$45.7K | 1.33% | 18 |
|
|
2019
Q3 | $1.8M | Buy |
10,466
+63
| +0.6% | +$10.8K | 1.49% | 17 |
|
|
2019
Q2 | $1.82M | Sell |
10,403
-147
| -1% | -$25.8K | 1.6% | 15 |
|
|
2019
Q1 | $1.65M | Buy |
+10,550
| New | +$1.65M | 1.45% | 17 |
|