KPWG
KFA Private Wealth Group’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $493K | Sell |
1,388
-1
| -0.1% | -$355 | 0.15% | 73 |
|
|
2025
Q1 | $487K | Buy |
1,389
+174
| +14% | +$61K | 0.17% | 63 |
|
|
2024
Q4 | $384K | Buy |
1,215
+13
| +1% | +$4.11K | 0.16% | 59 |
|
|
2024
Q3 | $331K | Hold |
1,202
| – | – | 0.16% | 60 |
|
|
2024
Q2 | $316K | Sell |
1,202
-733
| -38% | -$192K | 0.16% | 60 |
|
|
2024
Q1 | $540K | Buy |
1,935
+83
| +4% | +$23.2K | 0.17% | 56 |
|
|
2023
Q4 | $482K | Buy |
1,852
+480
| +35% | +$125K | 0.17% | 49 |
|
|
2023
Q3 | $316K | Buy |
1,372
+35
| +3% | +$8.06K | 0.13% | 64 |
|
|
2023
Q2 | $318K | Sell |
1,337
-50
| -4% | -$11.9K | 0.13% | 58 |
|
|
2023
Q1 | $313K | Buy |
1,387
+2
| +0.1% | +$451 | 0.14% | 58 |
|
|
2022
Q4 | $288K | Sell |
1,385
-5
| -0.4% | -$1.04K | 0.15% | 53 |
|
|
2022
Q3 | $247K | Buy |
1,390
+1
| +0.1% | +$178 | 0.13% | 58 |
|
|
2022
Q2 | $273K | Buy |
1,389
+2
| +0.1% | +$393 | 0.15% | 54 |
|
|
2022
Q1 | $308K | Sell |
1,387
-2
| -0.1% | -$444 | 0.15% | 59 |
|
|
2021
Q4 | $301K | Buy |
1,389
+2
| +0.1% | +$433 | 0.15% | 57 |
|
|
2021
Q3 | $309K | Buy |
1,387
+1
| +0.1% | +$223 | 0.17% | 56 |
|
|
2021
Q2 | $324K | Buy |
1,386
+15
| +1% | +$3.51K | 0.18% | 52 |
|
|
2021
Q1 | $290K | Buy |
1,371
+279
| +26% | +$59K | 0.17% | 61 |
|
|
2020
Q4 | $239K | Buy |
+1,092
| New | +$239K | 0.15% | 60 |
|