RLIM
Red Lighthouse Investment Management’s Visa V Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.06M | Buy |
2,991
+28
| +0.9% | +$9.94K | 0.41% | 28 |
|
2025
Q1 | $827K | Sell |
2,963
-2
| -0.1% | -$558 | 0.34% | 33 |
|
2024
Q4 | $937K | Buy |
2,965
+1
| +0% | +$316 | 0.37% | 31 |
|
2024
Q3 | $815K | Hold |
2,964
| – | – | 0.32% | 36 |
|
2024
Q2 | $778K | Buy |
2,964
+1
| +0% | +$262 | 0.33% | 37 |
|
2024
Q1 | $827K | Buy |
2,963
+8
| +0.3% | +$2.23K | 0.33% | 34 |
|
2023
Q4 | $769K | Buy |
2,955
+14
| +0.5% | +$3.65K | 0.32% | 33 |
|
2023
Q3 | $676K | Buy |
2,941
+52
| +2% | +$12K | 0.32% | 33 |
|
2023
Q2 | $686K | Hold |
2,889
| – | – | 0.31% | 33 |
|
2023
Q1 | $651K | Hold |
2,889
| – | – | 0.32% | 31 |
|
2022
Q4 | $600K | Buy |
+2,889
| New | +$600K | 0.3% | 34 |
|