KB
Kimelman & Baird’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38M | Sell |
107,165
-395
| -0.4% | -$140K | 3.1% | 12 |
|
|
2025
Q1 | $37.7M | Sell |
107,560
-1,231
| -1% | -$431K | 3.2% | 13 |
|
|
2024
Q4 | $34.4M | Sell |
108,791
-1,039
| -0.9% | -$328K | 2.73% | 16 |
|
|
2024
Q3 | $30.2M | Sell |
109,830
-873
| -0.8% | -$240K | 2.41% | 17 |
|
|
2024
Q2 | $29.1M | Buy |
+110,703
| New | +$29.1M | 2.4% | 17 |
|
|
2021
Q2 | $26.6M | Buy |
+113,580
| New | +$26.6M | 2.37% | 17 |
|
|
2019
Q3 | $18.7M | Sell |
108,542
-2,435
| -2% | -$419K | 2.59% | 16 |
|
|
2019
Q2 | $19.3M | Buy |
110,977
+134
| +0.1% | +$23.3K | 2.68% | 16 |
|
|
2019
Q1 | $17.3M | Sell |
110,843
-7,387
| -6% | -$1.15M | 2.49% | 16 |
|
|
2018
Q4 | $15.6M | Sell |
118,230
-1,107
| -0.9% | -$146K | 2.43% | 16 |
|
|
2018
Q3 | $17.9M | Sell |
119,337
-924
| -0.8% | -$139K | 2.26% | 17 |
|
|
2018
Q2 | $15.9M | Buy |
+120,261
| New | +$15.9M | 2.09% | 20 |
|
|
2017
Q4 | $12.9M | Buy |
112,854
+1,605
| +1% | +$183K | 1.83% | 21 |
|
|
2017
Q3 | $11.7M | Buy |
111,249
+6,932
| +7% | +$730K | 1.75% | 25 |
|
|
2017
Q2 | $9.78M | Buy |
104,317
+1,150
| +1% | +$108K | 1.48% | 28 |
|
|
2017
Q1 | $9.17M | Buy |
103,167
+98,870
| +2,301% | +$8.79M | 1.4% | 29 |
|
|
2016
Q4 | $335K | Buy |
+4,297
| New | +$335K | 0.06% | 91 |
|