KWM
Kingsview Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.9M | Sell |
56,082
-4,168
| -7% | -$1.48M | 0.34% | 52 |
|
|
2025
Q1 | $21.1M | Sell |
60,250
-87,928
| -59% | -$30.8M | 0.4% | 45 |
|
|
2024
Q4 | $46.8M | Buy |
148,178
+14,480
| +11% | +$4.58M | 0.91% | 23 |
|
|
2024
Q3 | $36.8M | Buy |
133,698
+13,341
| +11% | +$3.67M | 0.77% | 25 |
|
|
2024
Q2 | $31.6M | Buy |
120,357
+9,877
| +9% | +$2.59M | 0.75% | 26 |
|
|
2024
Q1 | $30.8M | Buy |
110,480
+7,618
| +7% | +$2.13M | 0.77% | 24 |
|
|
2023
Q4 | $26.8M | Buy |
102,862
+14,463
| +16% | +$3.77M | 0.8% | 21 |
|
|
2023
Q3 | $20.3M | Buy |
88,399
+5,428
| +7% | +$1.25M | 0.73% | 20 |
|
|
2023
Q2 | $19.7M | Buy |
82,971
+5,150
| +7% | +$1.22M | 0.77% | 21 |
|
|
2023
Q1 | $17.5M | Sell |
77,821
-1,463
| -2% | -$330K | 0.74% | 20 |
|
|
2022
Q4 | $16.5M | Buy |
79,284
+3,988
| +5% | +$829K | 0.72% | 24 |
|
|
2022
Q3 | $13.4M | Buy |
75,296
+3,788
| +5% | +$673K | 0.63% | 28 |
|
|
2022
Q2 | $14.1M | Sell |
71,508
-7,951
| -10% | -$1.57M | 0.67% | 21 |
|
|
2022
Q1 | $17.6M | Sell |
79,459
-5,039
| -6% | -$1.12M | 0.78% | 17 |
|
|
2021
Q4 | $18.3M | Buy |
84,498
+10,727
| +15% | +$2.32M | 0.76% | 17 |
|
|
2021
Q3 | $16.4M | Buy |
73,771
+3,623
| +5% | +$807K | 0.78% | 22 |
|
|
2021
Q2 | $16.5M | Buy |
70,148
+13,321
| +23% | +$3.13M | 0.81% | 20 |
|
|
2021
Q1 | $12.3M | Buy |
56,827
+7,859
| +16% | +$1.7M | 0.7% | 26 |
|
|
2020
Q4 | $10.7M | Buy |
48,968
+9,735
| +25% | +$2.13M | 0.78% | 22 |
|
|
2020
Q3 | $7.85M | Buy |
39,233
+12,489
| +47% | +$2.5M | 0.7% | 21 |
|
|
2020
Q2 | $5.17M | Buy |
26,744
+2,125
| +9% | +$410K | 0.52% | 41 |
|
|
2020
Q1 | $3.97M | Buy |
24,619
+1,681
| +7% | +$271K | 0.54% | 45 |
|
|
2019
Q4 | $4.31M | Buy |
22,938
+2,443
| +12% | +$459K | 0.54% | 48 |
|
|
2019
Q3 | $3.53M | Sell |
20,495
-914
| -4% | -$157K | 0.55% | 49 |
|
|
2019
Q2 | $3.72M | Sell |
21,409
-3,672
| -15% | -$637K | 0.62% | 43 |
|
|
2019
Q1 | $3.92M | Buy |
25,081
+8,014
| +47% | +$1.25M | 0.6% | 39 |
|
|
2018
Q4 | $2.25M | Buy |
17,067
+181
| +1% | +$23.9K | 0.49% | 61 |
|
|
2018
Q3 | $2.53M | Buy |
16,886
+1,772
| +12% | +$266K | 0.51% | 57 |
|
|
2018
Q2 | $2M | Sell |
15,114
-1,680
| -10% | -$223K | 0.48% | 63 |
|
|
2018
Q1 | $2.01M | Buy |
16,794
+442
| +3% | +$52.9K | 0.5% | 63 |
|
|
2017
Q4 | $1.86M | Buy |
16,352
+2,277
| +16% | +$260K | 0.67% | 35 |
|
|
2017
Q3 | $1.48M | Buy |
14,075
+538
| +4% | +$56.6K | 0.65% | 40 |
|
|
2017
Q2 | $1.27M | Buy |
13,537
+237
| +2% | +$22.2K | 0.65% | 42 |
|
|
2017
Q1 | $1.18M | Buy |
+13,300
| New | +$1.18M | 0.7% | 39 |
|