Keystone Financial Services (Colorado)’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
$1.02M Sell
2025
Q1
$1.08M Sell
2024
Q4
$981K Buy
2024
Q3
$850K Buy
2024
Q2
$744K Buy
2024
Q1
$698K Sell
2023
Q4
$654K Buy
2023
Q3
$568K Buy
2023
Q2
$570K Buy
2023
Q1
$540K Buy
2022
Q4
$550K Buy
2022
Q3
$469K Sell
2022
Q2
$487K Buy
2022
Q1
$431K Buy
2021
Q4
$474K Buy