Kowal Investment Group’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.47M | Sell |
5,332
-99
| -2% | -$27.2K | 0.27% | 57 |
|
|
2024
Q2 | $1.43M | Buy |
5,431
+109
| +2% | +$28.6K | 0.28% | 55 |
|
|
2024
Q1 | $1.49M | Sell |
5,322
-120
| -2% | -$33.5K | 0.32% | 49 |
|
|
2023
Q4 | $1.42M | Buy |
5,442
+116
| +2% | +$30.2K | 0.33% | 41 |
|
|
2023
Q3 | $1.23M | Buy |
5,326
+88
| +2% | +$20.2K | 0.33% | 42 |
|
|
2023
Q2 | $1.24M | Sell |
5,238
-198
| -4% | -$47K | 0.33% | 42 |
|
|
2023
Q1 | $1.23M | Buy |
5,436
+358
| +7% | +$80.7K | 0.35% | 42 |
|
|
2022
Q4 | $1.05M | Sell |
5,078
-312
| -6% | -$64.8K | 0.31% | 41 |
|
|
2022
Q3 | $957K | Buy |
5,390
+460
| +9% | +$81.7K | 0.32% | 39 |
|
|
2022
Q2 | $971K | Buy |
4,930
+1,632
| +49% | +$321K | 0.32% | 33 |
|
|
2022
Q1 | $731K | Sell |
3,298
-170
| -5% | -$37.7K | 0.22% | 48 |
|
|
2021
Q4 | $751K | Buy |
3,468
+181
| +6% | +$39.2K | 0.22% | 39 |
|
|
2021
Q3 | $732K | Buy |
3,287
+252
| +8% | +$56.1K | 0.23% | 36 |
|
|
2021
Q2 | $710K | Buy |
3,035
+564
| +23% | +$132K | 0.26% | 37 |
|
|
2021
Q1 | $523K | Sell |
2,471
-124
| -5% | -$26.2K | 0.21% | 45 |
|
|
2020
Q4 | $542K | Buy |
+2,595
| New | +$542K | 0.25% | 42 |
|