RMAM
Raab & Moskowitz Asset Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.51M | Sell |
9,886
-136
| -1% | -$48.3K | 0.84% | 31 |
|
|
2025
Q1 | $3.51M | Sell |
10,022
-681
| -6% | -$239K | 0.88% | 29 |
|
|
2024
Q4 | $3.38M | Buy |
10,703
+399
| +4% | +$126K | 0.83% | 32 |
|
|
2024
Q3 | $2.83M | Buy |
10,304
+54
| +0.5% | +$14.8K | 0.72% | 38 |
|
|
2024
Q2 | $2.69M | Sell |
10,250
-72
| -0.7% | -$18.9K | 0.73% | 40 |
|
|
2024
Q1 | $2.88M | Buy |
10,322
+26
| +0.3% | +$7.26K | 0.81% | 37 |
|
|
2023
Q4 | $2.68M | Sell |
10,296
-234
| -2% | -$60.9K | 0.85% | 34 |
|
|
2023
Q3 | $2.42M | Sell |
10,530
-222
| -2% | -$51.1K | 0.85% | 32 |
|
|
2023
Q2 | $2.55M | Buy |
10,752
+44
| +0.4% | +$10.4K | 0.87% | 34 |
|
|
2023
Q1 | $2.41M | Sell |
10,708
-142
| -1% | -$32K | 0.88% | 32 |
|
|
2022
Q4 | $2.25M | Sell |
10,850
-307
| -3% | -$63.8K | 0.86% | 37 |
|
|
2022
Q3 | $1.98M | Sell |
11,157
-895
| -7% | -$159K | 0.83% | 37 |
|
|
2022
Q2 | $2.37M | Buy |
12,052
+195
| +2% | +$38.4K | 0.93% | 31 |
|
|
2022
Q1 | $2.63M | Buy |
11,857
+22
| +0.2% | +$4.88K | 0.9% | 34 |
|
|
2021
Q4 | $2.57M | Sell |
11,835
-497
| -4% | -$108K | 0.84% | 37 |
|
|
2021
Q3 | $2.75M | Buy |
12,332
+29
| +0.2% | +$6.46K | 0.99% | 34 |
|
|
2021
Q2 | $2.88M | Buy |
12,303
+561
| +5% | +$131K | 1.05% | 31 |
|
|
2021
Q1 | $2.49M | Buy |
11,742
+3,743
| +47% | +$792K | 0.97% | 36 |
|
|
2020
Q4 | $1.75M | Sell |
7,999
-306
| -4% | -$66.9K | 0.72% | 46 |
|
|
2020
Q3 | $1.66M | Buy |
8,305
+363
| +5% | +$72.6K | 0.77% | 44 |
|
|
2020
Q2 | $1.53M | Buy |
7,942
+166
| +2% | +$32.1K | 0.75% | 45 |
|
|
2020
Q1 | $1.25M | Buy |
7,776
+799
| +11% | +$129K | 0.68% | 50 |
|
|
2019
Q4 | $1.31M | Sell |
6,977
-2,277
| -25% | -$428K | 0.52% | 59 |
|
|
2019
Q3 | $1.59M | Buy |
9,254
+58
| +0.6% | +$9.97K | 0.7% | 52 |
|
|
2019
Q2 | $1.6M | Sell |
9,196
-53
| -0.6% | -$9.2K | 0.71% | 53 |
|
|
2019
Q1 | $1.44M | Sell |
9,249
-315
| -3% | -$49.2K | 0.66% | 56 |
|
|
2018
Q4 | $1.26M | Buy |
9,564
+91
| +1% | +$12K | 0.62% | 57 |
|
|
2018
Q3 | $1.42M | Sell |
9,473
-181
| -2% | -$27.2K | 0.59% | 53 |
|
|
2018
Q2 | $1.28M | Buy |
9,654
+2,114
| +28% | +$280K | 0.61% | 56 |
|
|
2018
Q1 | $901K | Buy |
7,540
+112
| +2% | +$13.4K | 0.44% | 67 |
|
|
2017
Q4 | $846K | Hold |
7,428
| – | – | 0.41% | 74 |
|
|
2017
Q3 | $816K | Hold |
7,428
| – | – | 0.39% | 75 |
|
|
2017
Q2 | $739K | Buy |
7,428
+38
| +0.5% | +$3.78K | 0.37% | 79 |
|
|
2017
Q1 | $656K | Sell |
7,390
-1,328
| -15% | -$118K | 0.34% | 84 |
|
|
2016
Q4 | $680K | Buy |
8,718
+52
| +0.6% | +$4.06K | 0.37% | 77 |
|
|
2016
Q3 | $716K | Buy |
8,666
+663
| +8% | +$54.8K | 0.4% | 75 |
|
|
2016
Q2 | $593K | Buy |
8,003
+361
| +5% | +$26.7K | 0.34% | 77 |
|
|
2016
Q1 | $584K | Buy |
7,642
+3,972
| +108% | +$304K | 0.35% | 74 |
|
|
2015
Q4 | $284K | Buy |
+3,670
| New | +$284K | 0.17% | 104 |
|
|
2015
Q1 | – | Sell |
-254
| Closed | -$67K | – | 353 |
|
|
2014
Q4 | $67K | Buy |
+254
| New | +$67K | 0.04% | 172 |
|