KMG Fiduciary Partners’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.4M | Buy |
29,211
+1,351
| +5% | +$480K | 0.77% | 33 |
|
|
2025
Q1 | $9.76M | Buy |
27,860
+13,157
| +89% | +$4.61M | 0.81% | 31 |
|
|
2024
Q4 | $4.65M | Buy |
14,703
+770
| +6% | +$243K | 0.38% | 66 |
|
|
2024
Q3 | $3.83M | Buy |
13,933
+37
| +0.3% | +$10.2K | 0.33% | 77 |
|
|
2024
Q2 | $3.65M | Buy |
13,896
+269
| +2% | +$70.6K | 0.36% | 66 |
|
|
2024
Q1 | $3.8M | Buy |
13,627
+20
| +0.1% | +$5.58K | 0.39% | 62 |
|
|
2023
Q4 | $3.54M | Buy |
13,607
+523
| +4% | +$136K | 0.41% | 64 |
|
|
2023
Q3 | $3.01M | Buy |
13,084
+360
| +3% | +$82.8K | 0.4% | 68 |
|
|
2023
Q2 | $3.02M | Buy |
12,724
+392
| +3% | +$93.1K | 0.39% | 69 |
|
|
2023
Q1 | $2.78M | Sell |
12,332
-703
| -5% | -$159K | 0.4% | 67 |
|
|
2022
Q4 | $2.71M | Sell |
13,035
-1,413
| -10% | -$294K | 0.44% | 68 |
|
|
2022
Q3 | $2.57M | Sell |
14,448
-306
| -2% | -$54.4K | 0.49% | 58 |
|
|
2022
Q2 | $2.91M | Buy |
14,754
+218
| +1% | +$42.9K | 0.54% | 46 |
|
|
2022
Q1 | $3.22M | Sell |
14,536
-312
| -2% | -$69.2K | 0.52% | 48 |
|
|
2021
Q4 | $3.22M | Buy |
14,848
+1,448
| +11% | +$314K | 0.5% | 55 |
|
|
2021
Q3 | $2.99M | Buy |
13,400
+210
| +2% | +$46.8K | 0.51% | 50 |
|
|
2021
Q2 | $3.08M | Buy |
13,190
+337
| +3% | +$78.8K | 0.54% | 47 |
|
|
2021
Q1 | $2.72M | Sell |
12,853
-44
| -0.3% | -$9.32K | 0.53% | 48 |
|
|
2020
Q4 | $2.77M | Buy |
12,897
+1,597
| +14% | +$343K | 0.58% | 44 |
|
|
2020
Q3 | $2.26M | Buy |
11,300
+100
| +0.9% | +$20K | 0.56% | 45 |
|
|
2020
Q2 | $2.16M | Sell |
11,200
-71
| -0.6% | -$13.7K | 0.6% | 49 |
|
|
2020
Q1 | $1.82M | Buy |
11,271
+10,163
| +917% | +$1.64M | 0.59% | 49 |
|
|
2019
Q4 | $208K | Buy |
+1,108
| New | +$208K | 0.06% | 123 |
|