KCFA
Key Client Fiduciary Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $521K | Buy |
1,468
+317
| +28% | +$113K | 0.21% | 107 |
|
|
2025
Q1 | $403K | Sell |
1,151
-34
| -3% | -$11.9K | 0.18% | 119 |
|
|
2024
Q4 | $375K | Sell |
1,185
-202
| -15% | -$63.9K | 0.17% | 121 |
|
|
2024
Q3 | $381K | Sell |
1,387
-14
| -1% | -$3.85K | 0.17% | 122 |
|
|
2024
Q2 | $368K | Buy |
1,401
+232
| +20% | +$60.9K | 0.18% | 118 |
|
|
2024
Q1 | $326K | Buy |
1,169
+65
| +6% | +$18.1K | 0.17% | 130 |
|
|
2023
Q4 | $287K | Sell |
1,104
-17
| -2% | -$4.43K | 0.17% | 136 |
|
|
2023
Q3 | $258K | Buy |
1,121
+29
| +3% | +$6.67K | 0.16% | 139 |
|
|
2023
Q2 | $259K | Buy |
1,092
+53
| +5% | +$12.6K | 0.15% | 144 |
|
|
2023
Q1 | $234K | Sell |
1,039
-44
| -4% | -$9.92K | 0.15% | 147 |
|
|
2022
Q4 | $225K | Buy |
+1,083
| New | +$225K | 0.15% | 137 |
|
|
2022
Q3 | – | Sell |
-1,186
| Closed | -$233K | – | 110 |
|
|
2022
Q2 | $233K | Buy |
1,186
+110
| +10% | +$21.6K | 0.23% | 95 |
|
|
2022
Q1 | $239K | Buy |
1,076
+10
| +0.9% | +$2.22K | 0.19% | 103 |
|
|
2021
Q4 | $231K | Buy |
+1,066
| New | +$231K | 0.19% | 108 |
|