KWMG
King Wealth Management Group’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.4M | Sell |
74,303
-11
| -0% | -$3.91K | 3.58% | 7 |
|
|
2025
Q1 | $26M | Sell |
74,314
-560
| -0.7% | -$196K | 3.95% | 6 |
|
|
2024
Q4 | $23.7M | Buy |
74,874
+6,172
| +9% | +$1.95M | 3.45% | 8 |
|
|
2024
Q3 | $18.9M | Sell |
68,702
-516
| -0.7% | -$142K | 2.94% | 10 |
|
|
2024
Q2 | $18.2M | Buy |
69,218
+27
| +0% | +$7.09K | 3.03% | 9 |
|
|
2024
Q1 | $19.3M | Buy |
69,191
+225
| +0.3% | +$62.8K | 3.39% | 8 |
|
|
2023
Q4 | $18M | Sell |
68,966
-1,395
| -2% | -$363K | 3.47% | 7 |
|
|
2023
Q3 | $16.2M | Buy |
70,361
+185
| +0.3% | +$42.6K | 3.41% | 7 |
|
|
2023
Q2 | $16.7M | Buy |
70,176
+469
| +0.7% | +$111K | 3.37% | 7 |
|
|
2023
Q1 | $15.7M | Sell |
69,707
-285
| -0.4% | -$64.3K | 3.47% | 7 |
|
|
2022
Q4 | $14.5M | Buy |
69,992
+123
| +0.2% | +$25.6K | 3.48% | 8 |
|
|
2022
Q3 | $12.4M | Buy |
69,869
+498
| +0.7% | +$88.5K | 3.15% | 9 |
|
|
2022
Q2 | $13.7M | Sell |
69,371
-1,631
| -2% | -$321K | 3.27% | 9 |
|
|
2022
Q1 | $15.7M | Buy |
71,002
+187
| +0.3% | +$41.5K | 3.09% | 9 |
|
|
2021
Q4 | $15.3M | Buy |
70,815
+1,312
| +2% | +$284K | 2.85% | 11 |
|
|
2021
Q3 | $15.5M | Sell |
69,503
-222
| -0.3% | -$49.5K | 3.17% | 8 |
|
|
2021
Q2 | $16.3M | Sell |
69,725
-1,020
| -1% | -$238K | 3.33% | 8 |
|
|
2021
Q1 | $15M | Buy |
70,745
+2,142
| +3% | +$454K | 3.36% | 6 |
|
|
2020
Q4 | $15M | Sell |
68,603
-2,479
| -3% | -$542K | 3.52% | 8 |
|
|
2020
Q3 | $14.2M | Buy |
71,082
+1,899
| +3% | +$380K | 3.69% | 8 |
|
|
2020
Q2 | $13.4M | Sell |
69,183
-264
| -0.4% | -$51K | 3.93% | 6 |
|
|
2020
Q1 | $11.2M | Sell |
69,447
-28,656
| -29% | -$4.62M | 4.83% | 5 |
|
|
2019
Q4 | $18.4M | Sell |
98,103
-1,283
| -1% | -$241K | 4.88% | 6 |
|
|
2019
Q3 | $17.1M | Buy |
99,386
+1,383
| +1% | +$238K | 4.9% | 6 |
|
|
2019
Q2 | $17M | Buy |
98,003
+595
| +0.6% | +$103K | 5.08% | 6 |
|
|
2019
Q1 | $15.2M | Buy |
97,408
+1,010
| +1% | +$158K | 4.76% | 6 |
|
|
2018
Q4 | $12.7M | Sell |
96,398
-4,559
| -5% | -$602K | 4.6% | 6 |
|
|
2018
Q3 | $15.2M | Sell |
100,957
-9,465
| -9% | -$1.42M | 4.74% | 6 |
|
|
2018
Q2 | $14.6M | Buy |
110,422
+2,513
| +2% | +$333K | 5.01% | 6 |
|
|
2018
Q1 | $12.9M | Sell |
107,909
-470
| -0.4% | -$56.2K | 4.58% | 6 |
|
|
2017
Q4 | $12.4M | Sell |
108,379
-943
| -0.9% | -$108K | 4.37% | 6 |
|
|
2017
Q3 | $11.5M | Sell |
109,322
-482
| -0.4% | -$50.7K | 4.28% | 6 |
|
|
2017
Q2 | $10.3M | Buy |
109,804
+503
| +0.5% | +$47.2K | 4.09% | 6 |
|
|
2017
Q1 | $9.71M | Sell |
109,301
-1,003
| -0.9% | -$89.1K | 4.06% | 6 |
|
|
2016
Q4 | $8.61M | Sell |
110,304
-173
| -0.2% | -$13.5K | 3.86% | 5 |
|
|
2016
Q3 | $9.14M | Sell |
110,477
-1,269
| -1% | -$105K | 4.54% | 5 |
|
|
2016
Q2 | $8.29M | Sell |
111,746
-2,047
| -2% | -$152K | 4.42% | 5 |
|
|
2016
Q1 | $8.7M | Buy |
113,793
+363
| +0.3% | +$27.8K | 4.68% | 5 |
|
|
2015
Q4 | $8.8M | Buy |
113,430
+1,104
| +1% | +$85.6K | 4.85% | 4 |
|
|
2015
Q3 | $7.83M | Buy |
112,326
+1,497
| +1% | +$104K | 4.81% | 4 |
|
|
2015
Q2 | $7.44M | Sell |
110,829
-756
| -0.7% | -$50.8K | 4.07% | 4 |
|
|
2015
Q1 | $7.3M | Buy |
111,585
+83,438
| +296% | +$5.46M | 4.21% | 4 |
|
|
2014
Q4 | $7.38M | Buy |
28,147
+1,214
| +5% | +$318K | 3.92% | 4 |
|
|
2014
Q3 | $5.75M | Sell |
26,933
-86
| -0.3% | -$18.3K | 3.6% | 4 |
|
|
2014
Q2 | $5.65M | Buy |
27,019
+168
| +0.6% | +$35.2K | 3.48% | 5 |
|
|
2014
Q1 | $5.8M | Sell |
26,851
-1,056
| -4% | -$228K | 3.99% | 4 |
|
|
2013
Q4 | $6.21M | Sell |
27,907
-31
| -0.1% | -$6.9K | 3.55% | 4 |
|
|
2013
Q3 | $5.34M | Buy |
27,938
+288
| +1% | +$55K | 3.48% | 5 |
|
|
2013
Q2 | $5.05M | Buy |
+27,650
| New | +$5.05M | 3.49% | 5 |
|