Kuhn & Co Investment Counsel’s Visa V Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.16M | Hold |
6,096
| – | – | 1.64% | 15 |
|
2025
Q1 | $2.14M | Sell |
6,096
-524
| -8% | -$184K | 1.8% | 12 |
|
2024
Q4 | $2.09M | Hold |
6,620
| – | – | 1.78% | 13 |
|
2024
Q3 | $1.82M | Hold |
6,620
| – | – | 1.55% | 15 |
|
2024
Q2 | $1.74M | Sell |
6,620
-83
| -1% | -$21.8K | 1.56% | 16 |
|
2024
Q1 | $1.87M | Sell |
6,703
-10
| -0.1% | -$2.79K | 1.76% | 14 |
|
2023
Q4 | $1.75M | Buy |
+6,713
| New | +$1.75M | 1.79% | 14 |
|