RDWM
Red Door Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16M | Buy |
45,102
+6,420
| +17% | +$2.28M | 1.91% | 11 |
|
|
2025
Q1 | $13.6M | Buy |
38,682
+2,939
| +8% | +$1.03M | 2% | 10 |
|
|
2024
Q4 | $11.3M | Buy |
35,743
+2,347
| +7% | +$742K | 1.73% | 13 |
|
|
2024
Q3 | $9.18M | Buy |
33,396
+2,240
| +7% | +$616K | 1.53% | 19 |
|
|
2024
Q2 | $8.18M | Buy |
31,156
+2,108
| +7% | +$553K | 1.44% | 21 |
|
|
2024
Q1 | $8.11M | Buy |
29,048
+1,586
| +6% | +$443K | 1.56% | 17 |
|
|
2023
Q4 | $7.15M | Buy |
27,462
+1,664
| +6% | +$433K | 1.55% | 17 |
|
|
2023
Q3 | $5.93M | Sell |
25,798
-3,172
| -11% | -$730K | 1.48% | 20 |
|
|
2023
Q2 | $6.88M | Buy |
28,970
+5,073
| +21% | +$1.2M | 1.53% | 17 |
|
|
2023
Q1 | $5.39M | Buy |
23,897
+868
| +4% | +$196K | 1.69% | 15 |
|
|
2022
Q4 | $4.78M | Buy |
23,029
+927
| +4% | +$193K | 1.57% | 20 |
|
|
2022
Q3 | $3.93M | Buy |
22,102
+742
| +3% | +$132K | 1.49% | 21 |
|
|
2022
Q2 | $4.21M | Buy |
21,360
+1,231
| +6% | +$242K | 1.56% | 21 |
|
|
2022
Q1 | $4.46M | Buy |
20,129
+3,011
| +18% | +$668K | 1.5% | 21 |
|
|
2021
Q4 | $3.71M | Buy |
17,118
+1,648
| +11% | +$357K | 1.22% | 28 |
|
|
2021
Q3 | $3.45M | Buy |
15,470
+2,329
| +18% | +$519K | 1.32% | 25 |
|
|
2021
Q2 | $3.07M | Buy |
13,141
+1,932
| +17% | +$452K | 1.19% | 26 |
|
|
2021
Q1 | $2.38M | Buy |
11,209
+1,477
| +15% | +$314K | 1.21% | 30 |
|
|
2020
Q4 | $2.13M | Buy |
9,732
+582
| +6% | +$127K | 1.26% | 26 |
|
|
2020
Q3 | $1.83M | Sell |
9,150
-352
| -4% | -$70.6K | 1.35% | 23 |
|
|
2020
Q2 | $1.84M | Buy |
9,502
+817
| +9% | +$158K | 1.34% | 23 |
|
|
2020
Q1 | $1.4M | Buy |
8,685
+2,214
| +34% | +$357K | 1.33% | 21 |
|
|
2019
Q4 | $1.27M | Buy |
+6,471
| New | +$1.27M | 1.13% | 29 |
|