L.M. Kohn & Company’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.49M | Sell |
15,451
-2,730
| -15% | -$969K | 1.48% | 12 |
|
|
2025
Q1 | $6.37M | Sell |
18,181
-811
| -4% | -$284K | 1.66% | 12 |
|
|
2024
Q4 | $6M | Sell |
18,992
-286
| -1% | -$90.4K | 1.55% | 12 |
|
|
2024
Q3 | $5.3M | Buy |
19,278
+477
| +3% | +$131K | 1.34% | 13 |
|
|
2024
Q2 | $4.93M | Sell |
18,801
-30
| -0.2% | -$7.87K | 1.34% | 13 |
|
|
2024
Q1 | $5.26M | Buy |
18,831
+275
| +1% | +$76.7K | 1.48% | 12 |
|
|
2023
Q4 | $4.83M | Sell |
18,556
-162
| -0.9% | -$42.2K | 1.54% | 12 |
|
|
2023
Q3 | $4.31M | Sell |
18,718
-262
| -1% | -$60.3K | 1.57% | 12 |
|
|
2023
Q2 | $4.51M | Buy |
18,980
+258
| +1% | +$61.3K | 1.7% | 10 |
|
|
2023
Q1 | $4.22M | Buy |
18,722
+133
| +0.7% | +$30K | 1.75% | 10 |
|
|
2022
Q4 | $3.86M | Buy |
18,589
+171
| +0.9% | +$35.5K | 1.81% | 9 |
|
|
2022
Q3 | $3.27M | Buy |
18,418
+232
| +1% | +$41.2K | 1.6% | 9 |
|
|
2022
Q2 | $3.58M | Buy |
18,186
+1,181
| +7% | +$233K | 1.67% | 8 |
|
|
2022
Q1 | $3.77M | Buy |
+17,005
| New | +$3.77M | 1.45% | 10 |
|