WKSWA
V icon

White Knight Strategic Wealth Advisors’s Visa V Stock Holding History

White Knight Strategic Wealth Advisors’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.24M Sell
4,099
-280
-6% -$90K 1.04% 22
2025
Q4 		$1.54M Buy
4,379
+190
+5% +$64.7K 1.12% 22
2025
Q3 		$1.43M Sell
4,189
-369
-8% -$128K 1.13% 20
2025
Q2 		$1.62M Sell
4,558
-802
-15% -$280K 1.38% 19
2025
Q1 		$1.88M Sell
5,360
-6,841
-56% -$2.31M 1.73% 13
2024
Q4 		$3.86M Buy
12,201
+5,923
+94% +$1.78M 1.61% 14
2024
Q3 		$1.73M Buy
6,278
+856
+16% +$231K 1.57% 16
2024
Q2 		$1.42M Sell
5,422
-65
-1% -$17.8K 1.42% 19
2024
Q1 		$1.53M Sell
5,487
-121
-2% -$33.4K 1.59% 19
2023
Q4 		$1.46M Sell
5,608
-30
-0.5% -$7.39K 1.68% 17
2023
Q3 		$1.3M Sell
5,638
-35
-0.6% -$8.41K 1.71% 16
2023
Q2 		$1.35M Sell
5,673
-358
-6% -$81.9K 1.58% 17
2023
Q1 		$1.36M Sell
6,031
-100
-2% -$22.3K 1.71% 17
2022
Q4 		$1.27M Sell
6,131
-53
-0.9% -$10.7K 1.75% 15
2022
Q3 		$1.1M Buy
6,184
+8
+0.1% +$1.63K 1.57% 18
2022
Q2 		$1.22M Buy
6,176
+43
+0.7% +$8.89K 1.68% 17
2022
Q1 		$1.36M Buy
6,133
+245
+4% +$53K 1.47% 20
2021
Q4 		$1.28M Buy
+5,888
New +$1.26M 1.33% 22

Other funds holding V

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return