UCMOK
United Capital Management of KS’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.97M | Sell |
8,370
-676
| -7% | -$240K | 0.47% | 54 |
|
|
2025
Q1 | $3.17M | Sell |
9,046
-14,944
| -62% | -$5.24M | 0.66% | 44 |
|
|
2024
Q4 | $7.58M | Buy |
23,990
+536
| +2% | +$169K | 1.38% | 26 |
|
|
2024
Q3 | $6.45M | Buy |
23,454
+782
| +3% | +$215K | 1.4% | 24 |
|
|
2024
Q2 | $5.95M | Buy |
22,672
+659
| +3% | +$173K | 1.31% | 29 |
|
|
2024
Q1 | $6.14M | Buy |
22,013
+1,504
| +7% | +$420K | 1.41% | 26 |
|
|
2023
Q4 | $5.34M | Buy |
20,509
+196
| +1% | +$51K | 1.61% | 24 |
|
|
2023
Q3 | $4.67M | Sell |
20,313
-127
| -0.6% | -$29.2K | 1.59% | 22 |
|
|
2023
Q2 | $4.85M | Buy |
20,440
+85
| +0.4% | +$20.2K | 1.55% | 21 |
|
|
2023
Q1 | $4.59M | Buy |
20,355
+98
| +0.5% | +$22.1K | 1.71% | 18 |
|
|
2022
Q4 | $4.21M | Sell |
20,257
-528
| -3% | -$110K | 1.74% | 21 |
|
|
2022
Q3 | $3.69M | Buy |
20,785
+407
| +2% | +$72.3K | 1.73% | 22 |
|
|
2022
Q2 | $4.01M | Sell |
20,378
-131
| -0.6% | -$25.8K | 1.89% | 19 |
|
|
2022
Q1 | $4.55M | Buy |
20,509
+705
| +4% | +$156K | 1.76% | 20 |
|
|
2021
Q4 | $4.29M | Buy |
19,804
+1,747
| +10% | +$379K | 1.6% | 21 |
|
|
2021
Q3 | $4.02M | Buy |
18,057
+1,203
| +7% | +$268K | 1.65% | 22 |
|
|
2021
Q2 | $3.94M | Buy |
16,854
+173
| +1% | +$40.5K | 1.61% | 22 |
|
|
2021
Q1 | $3.53M | Sell |
16,681
-11,342
| -40% | -$2.4M | 1.62% | 24 |
|
|
2020
Q4 | $6.13M | Buy |
28,023
+440
| +2% | +$96.3K | 2.8% | 8 |
|
|
2020
Q3 | $5.52M | Buy |
27,583
+2,236
| +9% | +$447K | 2.89% | 8 |
|
|
2020
Q2 | $4.9M | Buy |
25,347
+10,841
| +75% | +$2.09M | 2.86% | 8 |
|
|
2020
Q1 | $2.34M | Buy |
14,506
+2,540
| +21% | +$409K | 1.97% | 18 |
|
|
2019
Q4 | $2.25M | Buy |
11,966
+962
| +9% | +$181K | 1.42% | 21 |
|
|
2019
Q3 | $1.93M | Buy |
11,004
+444
| +4% | +$77.7K | 1.41% | 22 |
|
|
2019
Q2 | $1.84M | Buy |
10,560
+918
| +10% | +$160K | 1.39% | 22 |
|
|
2019
Q1 | $1.56M | Buy |
9,642
+1,546
| +19% | +$250K | 1.22% | 28 |
|
|
2018
Q4 | $1.07M | Buy |
8,096
+1,036
| +15% | +$137K | 0.99% | 36 |
|
|
2018
Q3 | $1.04M | Buy |
+7,060
| New | +$1.04M | 0.84% | 38 |
|