McKinley Carter Wealth Services’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.63M | Sell |
7,399
-365
| -5% | -$130K | 0.15% | 104 |
|
|
2025
Q1 | $2.72M | Sell |
7,764
-573
| -7% | -$201K | 0.17% | 91 |
|
|
2024
Q4 | $2.63M | Sell |
8,337
-211
| -2% | -$66.7K | 0.16% | 95 |
|
|
2024
Q3 | $2.35M | Sell |
8,548
-91
| -1% | -$25K | 0.14% | 109 |
|
|
2024
Q2 | $2.27M | Sell |
8,639
-366
| -4% | -$96.1K | 0.14% | 107 |
|
|
2024
Q1 | $2.51M | Buy |
9,005
+3,882
| +76% | +$1.08M | 0.17% | 101 |
|
|
2023
Q4 | $1.33M | Buy |
5,123
+63
| +1% | +$16.4K | 0.1% | 129 |
|
|
2023
Q3 | $1.16M | Sell |
5,060
-71
| -1% | -$16.3K | 0.09% | 136 |
|
|
2023
Q2 | $1.22M | Sell |
5,131
-120
| -2% | -$28.5K | 0.09% | 140 |
|
|
2023
Q1 | $1.18M | Sell |
5,251
-589
| -10% | -$133K | 0.09% | 136 |
|
|
2022
Q4 | $1.21M | Buy |
5,840
+461
| +9% | +$95.8K | 0.1% | 129 |
|
|
2022
Q3 | $956K | Buy |
5,379
+122
| +2% | +$21.7K | 0.09% | 134 |
|
|
2022
Q2 | $1.04M | Sell |
5,257
-100
| -2% | -$19.7K | 0.09% | 135 |
|
|
2022
Q1 | $1.19M | Buy |
5,357
+1,186
| +28% | +$263K | 0.09% | 131 |
|
|
2021
Q4 | $904K | Sell |
4,171
-56
| -1% | -$12.1K | 0.07% | 147 |
|
|
2021
Q3 | $942K | Buy |
4,227
+70
| +2% | +$15.6K | 0.08% | 143 |
|
|
2021
Q2 | $972K | Sell |
4,157
-269
| -6% | -$62.9K | 0.08% | 146 |
|
|
2021
Q1 | $937K | Buy |
4,426
+81
| +2% | +$17.1K | 0.08% | 148 |
|
|
2020
Q4 | $951K | Sell |
4,345
-92
| -2% | -$20.1K | 0.12% | 132 |
|
|
2020
Q3 | $887K | Buy |
4,437
+101
| +2% | +$20.2K | 0.2% | 78 |
|
|
2020
Q2 | $838K | Buy |
4,336
+425
| +11% | +$82.1K | 0.21% | 81 |
|
|
2020
Q1 | $630K | Sell |
3,911
-231
| -6% | -$37.2K | 0.19% | 82 |
|
|
2019
Q4 | $778K | Sell |
4,142
-798
| -16% | -$150K | 0.18% | 92 |
|
|
2019
Q3 | $850K | Buy |
4,940
+19
| +0.4% | +$3.27K | 0.22% | 81 |
|
|
2019
Q2 | $854K | Buy |
4,921
+78
| +2% | +$13.5K | 0.23% | 79 |
|
|
2019
Q1 | $756K | Buy |
4,843
+1
| +0% | +$156 | 0.21% | 87 |
|
|
2018
Q4 | $639K | Sell |
4,842
-56
| -1% | -$7.39K | 0.21% | 90 |
|
|
2018
Q3 | $735K | Buy |
4,898
+58
| +1% | +$8.7K | 0.22% | 84 |
|
|
2018
Q2 | $641K | Buy |
4,840
+1,521
| +46% | +$201K | 0.21% | 86 |
|
|
2018
Q1 | $397K | Sell |
3,319
-65
| -2% | -$7.78K | 0.13% | 109 |
|
|
2017
Q4 | $386K | Sell |
3,384
-634
| -16% | -$72.3K | 0.13% | 109 |
|
|
2017
Q3 | $423K | Sell |
4,018
-148
| -4% | -$15.6K | 0.16% | 96 |
|
|
2017
Q2 | $391K | Sell |
4,166
-12
| -0.3% | -$1.13K | 0.17% | 86 |
|
|
2017
Q1 | $371K | Buy |
4,178
+259
| +7% | +$23K | 0.17% | 87 |
|
|
2016
Q4 | $306K | Buy |
3,919
+2
| +0.1% | +$156 | 0.15% | 95 |
|
|
2016
Q3 | $324K | Buy |
3,917
+1
| +0% | +$83 | 0.17% | 88 |
|
|
2016
Q2 | $290K | Buy |
3,916
+148
| +4% | +$11K | 0.15% | 98 |
|
|
2016
Q1 | $288K | Sell |
3,768
-688
| -15% | -$52.6K | 0.16% | 98 |
|
|
2015
Q4 | $346K | Buy |
4,456
+138
| +3% | +$10.7K | 0.2% | 85 |
|
|
2015
Q3 | $301K | Sell |
4,318
-559
| -11% | -$39K | 0.19% | 85 |
|
|
2015
Q2 | $328K | Buy |
+4,877
| New | +$328K | 0.18% | 99 |
|
|
2014
Q3 | – | Sell |
-4,560
| Closed | -$240K | – | 102 |
|
|
2014
Q2 | $240K | Sell |
4,560
-1,800
| -28% | -$94.7K | 0.25% | 74 |
|
|
2014
Q1 | $343K | Sell |
6,360
-580
| -8% | -$31.3K | 0.37% | 60 |
|
|
2013
Q4 | $386K | Buy |
6,940
+1,680
| +32% | +$93.4K | 0.38% | 72 |
|
|
2013
Q3 | $251K | Buy |
5,260
+356
| +7% | +$17K | 0.3% | 71 |
|
|
2013
Q2 | $224K | Buy |
+4,904
| New | +$224K | 0.34% | 63 |
|