KWA
Kingswood Wealth Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.23M | Buy |
14,744
+5
| +0% | +$1.78K | 0.41% | 41 |
|
|
2025
Q1 | $5.16M | Sell |
14,739
-973
| -6% | -$341K | 0.47% | 36 |
|
|
2024
Q4 | $4.97M | Sell |
15,712
-14,712
| -48% | -$4.65M | 0.37% | 48 |
|
|
2024
Q3 | $8.37M | Buy |
30,424
+2,899
| +11% | +$797K | 0.6% | 26 |
|
|
2024
Q2 | $7.22M | Buy |
27,525
+1,942
| +8% | +$510K | 0.65% | 19 |
|
|
2024
Q1 | $7.14M | Sell |
25,583
-1,044
| -4% | -$291K | 0.82% | 15 |
|
|
2023
Q4 | $6.93M | Buy |
26,627
+22,752
| +587% | +$5.92M | 0.79% | 15 |
|
|
2023
Q3 | $6.46M | Sell |
3,875
-4,114
| -51% | -$6.86M | 1.1% | 13 |
|
|
2023
Q2 | $1.9M | Buy |
+7,989
| New | +$1.9M | 0.6% | 42 |
|