Keystone Financial Services (Colorado)’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Sell |
2,874
-206
| -7% | -$73.1K | 0.35% | 35 |
|
|
2025
Q1 | $1.08M | Sell |
3,080
-22
| -0.7% | -$7.71K | 0.41% | 32 |
|
|
2024
Q4 | $981K | Buy |
3,102
+10
| +0.3% | +$3.16K | 0.38% | 29 |
|
|
2024
Q3 | $850K | Buy |
3,092
+256
| +9% | +$70.4K | 0.33% | 31 |
|
|
2024
Q2 | $744K | Buy |
2,836
+335
| +13% | +$87.9K | 0.31% | 38 |
|
|
2024
Q1 | $698K | Sell |
2,501
-11
| -0.4% | -$3.07K | 0.3% | 39 |
|
|
2023
Q4 | $654K | Buy |
2,512
+45
| +2% | +$11.7K | 0.31% | 37 |
|
|
2023
Q3 | $568K | Buy |
2,467
+67
| +3% | +$15.4K | 0.3% | 39 |
|
|
2023
Q2 | $570K | Buy |
2,400
+3
| +0.1% | +$713 | 0.29% | 37 |
|
|
2023
Q1 | $540K | Buy |
2,397
+9
| +0.4% | +$2.03K | 0.29% | 38 |
|
|
2022
Q4 | $550K | Buy |
2,388
+93
| +4% | +$21.4K | 0.3% | 39 |
|
|
2022
Q3 | $469K | Sell |
2,295
-69
| -3% | -$14.1K | 0.27% | 43 |
|
|
2022
Q2 | $487K | Buy |
2,364
+133
| +6% | +$27.4K | 0.26% | 44 |
|
|
2022
Q1 | $431K | Buy |
2,231
+39
| +2% | +$7.53K | 0.25% | 46 |
|
|
2021
Q4 | $474K | Buy |
+2,192
| New | +$474K | 0.24% | 46 |
|