WKWM
Walter & Keenan Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.82M | Buy |
19,209
+442
| +2% | +$157K | 1.98% | 12 |
|
|
2025
Q1 | $6.58M | Buy |
18,767
+249
| +1% | +$87.3K | 1.98% | 13 |
|
|
2024
Q4 | $5.85M | Sell |
18,518
-10
| -0.1% | -$3.16K | 1.77% | 14 |
|
|
2024
Q3 | $5.09M | Buy |
18,528
+1,786
| +11% | +$491K | 1.55% | 18 |
|
|
2024
Q2 | $4.39M | Buy |
16,742
+143
| +0.9% | +$37.5K | 1.4% | 18 |
|
|
2024
Q1 | $4.63M | Buy |
16,599
+785
| +5% | +$219K | 1.52% | 18 |
|
|
2023
Q4 | $4.12M | Buy |
15,814
+164
| +1% | +$42.7K | 1.47% | 19 |
|
|
2023
Q3 | $3.6M | Buy |
15,650
+40
| +0.3% | +$9.2K | 1.4% | 20 |
|
|
2023
Q2 | $3.71M | Buy |
15,610
+145
| +0.9% | +$34.4K | 1.36% | 21 |
|
|
2023
Q1 | $3.49M | Sell |
15,465
-1,311
| -8% | -$296K | 1.32% | 25 |
|
|
2022
Q4 | $3.49M | Buy |
16,776
+150
| +0.9% | +$31.2K | 1.37% | 23 |
|
|
2022
Q3 | $2.95M | Sell |
16,626
-174
| -1% | -$30.9K | 1.25% | 27 |
|
|
2022
Q2 | $3.31M | Sell |
16,800
-275
| -2% | -$54.1K | 1.31% | 24 |
|
|
2022
Q1 | $3.79M | Buy |
17,075
+753
| +5% | +$167K | 1.29% | 24 |
|
|
2021
Q4 | $3.54M | Sell |
16,322
-455
| -3% | -$98.6K | 1.15% | 28 |
|
|
2021
Q3 | $3.74M | Sell |
16,777
-305
| -2% | -$67.9K | 1.27% | 23 |
|
|
2021
Q2 | $3.99M | Hold |
17,082
| – | – | 1.38% | 23 |
|
|
2021
Q1 | $3.62M | Sell |
17,082
-518
| -3% | -$110K | 1.28% | 24 |
|
|
2020
Q4 | $3.85M | Buy |
17,600
+100
| +0.6% | +$21.9K | 1.39% | 22 |
|
|
2020
Q3 | $3.5M | Sell |
17,500
-91
| -0.5% | -$18.2K | 1.39% | 23 |
|
|
2020
Q2 | $3.4M | Buy |
17,591
+14,057
| +398% | +$2.72M | 1.38% | 23 |
|
|
2020
Q1 | $526K | Sell |
3,534
-12,106
| -77% | -$1.8M | 0.21% | 59 |
|
|
2019
Q4 | $2.94M | Sell |
15,640
-2,100
| -12% | -$395K | 1.13% | 30 |
|
|
2019
Q3 | $3.05M | Sell |
17,740
-1,000
| -5% | -$172K | 1.16% | 30 |
|
|
2019
Q2 | $3.25M | Sell |
18,740
-200
| -1% | -$34.7K | 1.43% | 23 |
|
|
2019
Q1 | $2.96M | Sell |
18,940
-410
| -2% | -$64K | 1.3% | 23 |
|
|
2018
Q4 | $2.55M | Buy |
19,350
+200
| +1% | +$26.4K | 1.15% | 27 |
|
|
2018
Q3 | $2.87K | Hold |
19,150
| – | – | 0.86% | 27 |
|
|
2018
Q2 | $2.54M | Hold |
19,150
| – | – | 1.09% | 31 |
|
|
2018
Q1 | $2.29M | Hold |
19,150
| – | – | 0.99% | 31 |
|
|
2017
Q4 | $2.18M | Hold |
19,150
| – | – | 0.92% | 32 |
|
|
2017
Q3 | $2.02M | Buy |
19,150
+250
| +1% | +$26.3K | 0.93% | 30 |
|
|
2017
Q2 | $1.77M | Buy |
18,900
+100
| +0.5% | +$9.38K | 0.89% | 40 |
|
|
2017
Q1 | $1.67M | Buy |
18,800
+1,000
| +6% | +$88.9K | 0.87% | 42 |
|
|
2016
Q4 | $1.39M | Buy |
17,800
+6,900
| +63% | +$538K | 0.74% | 44 |
|
|
2016
Q3 | $901K | Buy |
10,900
+1,700
| +18% | +$141K | 0.5% | 57 |
|
|
2016
Q2 | $682K | Hold |
9,200
| – | – | 0.38% | 67 |
|
|
2016
Q1 | $704K | Buy |
+9,200
| New | +$704K | 0.4% | 61 |
|