RWM
RBA Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.61M | Sell |
21,426
-731
| -3% | -$260K | 2.83% | 5 |
|
|
2025
Q1 | $7.76M | Buy |
22,157
+106
| +0.5% | +$37.1K | 3.07% | 3 |
|
|
2024
Q4 | $6.97M | Buy |
22,051
+40
| +0.2% | +$12.6K | 2.65% | 7 |
|
|
2024
Q3 | $6.05M | Buy |
22,011
+178
| +0.8% | +$48.9K | 2.33% | 12 |
|
|
2024
Q2 | $5.73M | Buy |
21,833
+234
| +1% | +$61.4K | 2.3% | 15 |
|
|
2024
Q1 | $6.03M | Buy |
21,599
+134
| +0.6% | +$37.4K | 2.44% | 11 |
|
|
2023
Q4 | $5.59M | Buy |
21,465
+20
| +0.1% | +$5.21K | 2.44% | 10 |
|
|
2023
Q3 | $4.93M | Buy |
21,445
+172
| +0.8% | +$39.6K | 2.37% | 11 |
|
|
2023
Q2 | $5.05M | Buy |
21,273
+160
| +0.8% | +$38K | 2.36% | 14 |
|
|
2023
Q1 | $4.76M | Buy |
21,113
+638
| +3% | +$144K | 2.37% | 14 |
|
|
2022
Q4 | $4.25M | Buy |
20,475
+521
| +3% | +$108K | 2.23% | 14 |
|
|
2022
Q3 | $3.55M | Buy |
19,954
+286
| +1% | +$50.8K | 2.04% | 19 |
|
|
2022
Q2 | $3.87M | Buy |
19,668
+461
| +2% | +$90.8K | 2.15% | 16 |
|
|
2022
Q1 | $4.26M | Buy |
19,207
+834
| +5% | +$185K | 2.05% | 15 |
|
|
2021
Q4 | $3.98M | Buy |
+18,373
| New | +$3.98M | 1.88% | 19 |
|
|
2021
Q1 | – | Sell |
-11,696
| Closed | -$2.56M | – | 267 |
|
|
2020
Q4 | $2.56M | Buy |
11,696
+2,059
| +21% | +$450K | 1.54% | 24 |
|
|
2020
Q3 | $1.93M | Buy |
9,637
+938
| +11% | +$188K | 1.3% | 28 |
|
|
2020
Q2 | $1.68M | Buy |
8,699
+1,831
| +27% | +$354K | 1.22% | 31 |
|
|
2020
Q1 | $1.11M | Buy |
6,868
+2,984
| +77% | +$481K | 0.96% | 40 |
|
|
2019
Q4 | $727K | Buy |
3,884
+579
| +18% | +$108K | 0.5% | 51 |
|
|
2019
Q3 | $569K | Buy |
3,305
+489
| +17% | +$84.2K | 0.43% | 53 |
|
|
2019
Q2 | $489K | Buy |
2,816
+487
| +21% | +$84.6K | 0.38% | 56 |
|
|
2019
Q1 | $369K | Buy |
+2,329
| New | +$369K | 0.29% | 63 |
|