RBCM
V icon

Raub Brock Capital Management’s Visa V Stock Holding History

Raub Brock Capital Management’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
Q2 		$293K Sell
855
-34,313
-98% -$11M 0.08% 35
2026
Q1 		$10.6M Buy
35,168
+11,749
+50% +$3.78M 2.69% 21
2025
Q4 		$8.21M Sell
23,419
-14,332
-38% -$4.88M 1.83% 22
2025
Q3 		$12.9M Buy
37,751
+1,402
+4% +$485K 2.77% 21
2025
Q2 		$12.9M Buy
+36,349
New +$12.7M 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% +$12.3K 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 +$198K 0.04% 53

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