KA
Kozak & Associates’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.58M | Buy |
4,413
+597
| +16% | +$214K | 0.32% | 19 |
|
|
2025
Q1 | $1.28M | Buy |
3,816
+22
| +0.6% | +$7.38K | 0.32% | 18 |
|
|
2024
Q4 | $1.19M | Buy |
3,794
+81
| +2% | +$25.5K | 0.27% | 22 |
|
|
2024
Q3 | $1.07M | Buy |
3,713
+168
| +5% | +$48.3K | 0.25% | 24 |
|
|
2024
Q2 | $954K | Sell |
3,545
-819
| -19% | -$220K | 0.24% | 23 |
|
|
2024
Q1 | $1.22M | Buy |
4,364
+15
| +0.3% | +$4.2K | 0.33% | 21 |
|
|
2023
Q4 | $1.15M | Sell |
4,349
-763
| -15% | -$202K | 0.37% | 21 |
|
|
2023
Q3 | $1.2M | Sell |
5,112
-460
| -8% | -$108K | 0.44% | 22 |
|
|
2023
Q2 | $1.33M | Buy |
5,572
+6
| +0.1% | +$1.43K | 0.54% | 20 |
|
|
2023
Q1 | $1.25M | Sell |
5,566
-34
| -0.6% | -$7.67K | 0.56% | 17 |
|
|
2022
Q4 | $1.16M | Buy |
5,600
+4
| +0.1% | +$831 | 0.58% | 19 |
|
|
2022
Q3 | $1M | Buy |
5,596
+4
| +0.1% | +$716 | 0.63% | 17 |
|
|
2022
Q2 | $1.1M | Buy |
5,592
+472
| +9% | +$92.9K | 0.73% | 14 |
|
|
2022
Q1 | $1.01M | Hold |
5,120
| – | – | 0.65% | 18 |
|
|
2021
Q4 | $1.01M | Buy |
5,120
+65
| +1% | +$12.9K | 0.65% | 18 |
|
|
2021
Q3 | $1.07M | Buy |
+5,055
| New | +$1.07M | 0.63% | 17 |
|
|
2020
Q4 | $943K | Buy |
+4,517
| New | +$943K | 0.73% | 14 |
|