KWS
Keystone Wealth Services’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36M | Sell |
3,835
-360
| -9% | -$128K | 0.33% | 76 |
|
|
2025
Q1 | $1.47M | Sell |
4,195
-3
| -0.1% | -$1.05K | 0.4% | 57 |
|
|
2024
Q4 | $1.33M | Buy |
4,198
+70
| +2% | +$22.1K | 0.35% | 67 |
|
|
2024
Q3 | $1.14M | Buy |
4,128
+740
| +22% | +$203K | 0.31% | 75 |
|
|
2024
Q2 | $889K | Sell |
3,388
-169
| -5% | -$44.4K | 0.28% | 88 |
|
|
2024
Q1 | $993K | Buy |
3,557
+21
| +0.6% | +$5.86K | 0.32% | 78 |
|
|
2023
Q4 | $921K | Sell |
3,536
-495
| -12% | -$129K | 0.32% | 76 |
|
|
2023
Q3 | $927K | Buy |
4,031
+113
| +3% | +$26K | 0.35% | 73 |
|
|
2023
Q2 | $930K | Sell |
3,918
-64
| -2% | -$15.2K | 0.35% | 68 |
|
|
2023
Q1 | $898K | Sell |
3,982
-42
| -1% | -$9.47K | 0.37% | 64 |
|
|
2022
Q4 | $836K | Sell |
4,024
-7
| -0.2% | -$1.45K | 0.36% | 61 |
|
|
2022
Q3 | $716K | Sell |
4,031
-457
| -10% | -$81.2K | 0.34% | 61 |
|
|
2022
Q2 | $884K | Buy |
4,488
+176
| +4% | +$34.7K | 0.4% | 56 |
|
|
2022
Q1 | $956K | Sell |
4,312
-148
| -3% | -$32.8K | 0.38% | 61 |
|
|
2021
Q4 | $967K | Buy |
+4,460
| New | +$967K | 0.39% | 66 |
|