M. Kulyk & Associates’s Visa V Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $10M | Sell |
28,207
-127
| -0.4% | -$45.1K | 2.18% | 14 |
|
2025
Q1 | $9.93M | Sell |
28,334
-3,868
| -12% | -$1.36M | 2.27% | 13 |
|
2024
Q4 | $10.2M | Sell |
32,202
-1,744
| -5% | -$551K | 2.2% | 14 |
|
2024
Q3 | $9.33M | Buy |
33,946
+831
| +3% | +$228K | 1.88% | 16 |
|
2024
Q2 | $8.69M | Buy |
33,115
+2,191
| +7% | +$575K | 2.02% | 13 |
|
2024
Q1 | $8.63M | Buy |
30,924
+4,053
| +15% | +$1.13M | 2% | 14 |
|
2023
Q4 | $7M | Buy |
26,871
+177
| +0.7% | +$46.1K | 1.63% | 18 |
|
2023
Q3 | $6.14M | Buy |
26,694
+9
| +0% | +$2.07K | 1.71% | 17 |
|
2023
Q2 | $6.34M | Sell |
26,685
-168
| -0.6% | -$39.9K | 1.77% | 16 |
|
2023
Q1 | $6.05M | Buy |
26,853
+754
| +3% | +$170K | 1.83% | 15 |
|
2022
Q4 | $5.42M | Buy |
26,099
+474
| +2% | +$98.5K | 1.81% | 20 |
|
2022
Q3 | $4.55M | Buy |
25,625
+828
| +3% | +$147K | 1.58% | 21 |
|
2022
Q2 | $4.88M | Buy |
24,797
+887
| +4% | +$175K | 1.52% | 22 |
|
2022
Q1 | $5.3M | Buy |
23,910
+2,915
| +14% | +$647K | 1.45% | 23 |
|
2021
Q4 | $4.55M | Buy |
20,995
+1,878
| +10% | +$407K | 1.18% | 37 |
|
2021
Q3 | $4.26M | Buy |
19,117
+1,300
| +7% | +$290K | 1.36% | 34 |
|
2021
Q2 | $4.17M | Buy |
17,817
+338
| +2% | +$79K | 1.51% | 32 |
|
2021
Q1 | $3.7M | Buy |
17,479
+3,468
| +25% | +$734K | 1.38% | 35 |
|
2020
Q4 | $3.07M | Buy |
+14,011
| New | +$3.07M | 1.7% | 29 |
|