RBCM
Raub Brock Capital Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.9M | Buy |
+36,349
| New | +$12.9M | 2.81% | 21 |
|
|
2022
Q1 | – | Sell |
-1,540
| Closed | -$343K | – | 77 |
|
|
2021
Q4 | $343K | Hold |
1,540
| – | – | 0.05% | 47 |
|
|
2021
Q3 | $343K | Hold |
1,540
| – | – | 0.05% | 47 |
|
|
2021
Q2 | $360K | Buy |
1,540
+54
| +4% | +$12.6K | 0.06% | 35 |
|
|
2021
Q1 | $315K | Hold |
1,486
| – | – | 0.05% | 43 |
|
|
2020
Q4 | $325K | Hold |
1,486
| – | – | 0.05% | 40 |
|
|
2020
Q3 | $297K | Buy |
+1,486
| New | +$297K | 0.05% | 42 |
|
|
2019
Q4 | – | Sell |
-1,211
| Closed | -$208K | – | 62 |
|
|
2019
Q3 | $208K | Hold |
1,211
| – | – | 0.04% | 56 |
|
|
2019
Q2 | $210K | Buy |
+1,211
| New | +$210K | 0.04% | 53 |
|