KA
Kovack Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.67M | Sell |
4,696
-486
| -9% | -$173K | 0.16% | 121 |
|
|
2025
Q1 | $1.82M | Sell |
5,182
-314
| -6% | -$110K | 0.19% | 101 |
|
|
2024
Q4 | $1.74M | Buy |
5,496
+698
| +15% | +$221K | 0.17% | 102 |
|
|
2024
Q3 | $1.32M | Sell |
4,798
-291
| -6% | -$80K | 0.14% | 131 |
|
|
2024
Q2 | $1.34M | Buy |
5,089
+158
| +3% | +$41.5K | 0.15% | 135 |
|
|
2024
Q1 | $1.38M | Sell |
4,931
-594
| -11% | -$166K | 0.17% | 121 |
|
|
2023
Q4 | $1.44M | Buy |
5,525
+249
| +5% | +$64.8K | 0.17% | 125 |
|
|
2023
Q3 | $1.21M | Sell |
5,276
-117
| -2% | -$26.9K | 0.17% | 129 |
|
|
2023
Q2 | $1.28M | Sell |
5,393
-688
| -11% | -$163K | 0.16% | 128 |
|
|
2023
Q1 | $1.37M | Sell |
6,081
-610
| -9% | -$138K | 0.19% | 125 |
|
|
2022
Q4 | $1.39M | Sell |
6,691
-3,943
| -37% | -$819K | 0.2% | 112 |
|
|
2022
Q3 | $1.89M | Sell |
10,634
-2,758
| -21% | -$490K | 0.28% | 75 |
|
|
2022
Q2 | $2.64M | Sell |
13,392
-735
| -5% | -$145K | 0.35% | 62 |
|
|
2022
Q1 | $3.13M | Sell |
14,127
-3,106
| -18% | -$689K | 0.32% | 61 |
|
|
2021
Q4 | $3.74M | Buy |
17,233
+457
| +3% | +$99K | 0.36% | 54 |
|
|
2021
Q3 | $3.74M | Sell |
16,776
-84
| -0.5% | -$18.7K | 0.41% | 51 |
|
|
2021
Q2 | $3.94M | Buy |
16,860
+1,099
| +7% | +$257K | 0.45% | 45 |
|
|
2021
Q1 | $3.34M | Buy |
15,761
+1,813
| +13% | +$384K | 0.43% | 56 |
|
|
2020
Q4 | $3.05M | Sell |
13,948
-4
| -0% | -$875 | 0.44% | 47 |
|
|
2020
Q3 | $2.79M | Sell |
13,952
-1,606
| -10% | -$321K | 0.5% | 39 |
|
|
2020
Q2 | $3.01M | Sell |
15,558
-2,939
| -16% | -$568K | 0.59% | 32 |
|
|
2020
Q1 | $2.98M | Buy |
18,497
+41
| +0.2% | +$6.61K | 0.69% | 28 |
|
|
2019
Q4 | $3.47M | Buy |
18,456
+2,677
| +17% | +$503K | 0.62% | 26 |
|
|
2019
Q3 | $2.72M | Sell |
15,779
-822
| -5% | -$142K | 0.56% | 36 |
|
|
2019
Q2 | $2.88M | Buy |
16,601
+892
| +6% | +$155K | 0.66% | 28 |
|
|
2019
Q1 | $2.45M | Sell |
15,709
-222
| -1% | -$34.7K | 0.61% | 30 |
|
|
2018
Q4 | $2.1M | Sell |
15,931
-339
| -2% | -$44.7K | 0.61% | 31 |
|
|
2018
Q3 | $2.44M | Sell |
16,270
-4,532
| -22% | -$680K | 0.63% | 27 |
|
|
2018
Q2 | $2.76M | Buy |
20,802
+1,924
| +10% | +$255K | 0.77% | 19 |
|
|
2018
Q1 | $2.26M | Buy |
18,878
+2,190
| +13% | +$262K | 0.57% | 32 |
|
|
2017
Q4 | $1.9M | Buy |
16,688
+1,266
| +8% | +$144K | 0.48% | 38 |
|
|
2017
Q3 | $1.62M | Sell |
15,422
-557
| -3% | -$58.6K | 0.54% | 33 |
|
|
2017
Q2 | $1.5M | Buy |
15,979
+2,476
| +18% | +$232K | 0.47% | 41 |
|
|
2017
Q1 | $1.2M | Buy |
13,503
+5,036
| +59% | +$448K | 0.47% | 41 |
|
|
2016
Q4 | $661K | Sell |
8,467
-2,373
| -22% | -$185K | 0.31% | 73 |
|
|
2016
Q3 | $896K | Sell |
10,840
-2,080
| -16% | -$172K | 0.44% | 52 |
|
|
2016
Q2 | $958K | Sell |
12,920
-4
| -0% | -$297 | 0.51% | 42 |
|
|
2016
Q1 | $988K | Buy |
12,924
+1,836
| +17% | +$140K | 0.62% | 37 |
|
|
2015
Q4 | $860K | Buy |
11,088
+2,788
| +34% | +$216K | 0.57% | 45 |
|
|
2015
Q3 | $578K | Buy |
8,300
+4,079
| +97% | +$284K | 0.4% | 63 |
|
|
2015
Q2 | $283K | Buy |
4,221
+349
| +9% | +$23.4K | 0.2% | 138 |
|
|
2015
Q1 | $253K | Buy |
3,872
+3,001
| +345% | +$196K | 0.21% | 123 |
|
|
2014
Q4 | $228K | Buy |
+871
| New | +$228K | 0.24% | 112 |
|