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REDW Wealth’s Visa V Stock Holding History

REDW Wealth’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$248K Buy
698
+11
+2% +$3.91K 0.1% 93
2025
Q1 		$241K Hold
687
– – 0.09% 96
2024
Q4 		$217K Sell
687
-2,213
-76% -$699K 0.08% 99
2024
Q3 		$797K Sell
2,900
-323
-10% -$88.8K 0.2% 65
2024
Q2 		$846K Sell
3,223
-75
-2% -$19.7K 0.22% 60
2024
Q1 		$920K Sell
3,298
-20
-0.6% -$5.58K 0.25% 55
2023
Q4 		$864K Sell
3,318
-124
-4% -$32.3K 0.25% 55
2023
Q3 		$792K Buy
3,442
+13
+0.4% +$2.99K 0.24% 58
2023
Q2 		$814K Buy
3,429
+228
+7% +$54.1K 0.24% 57
2023
Q1 		$722K Buy
3,201
+34
+1% +$7.67K 0.23% 61
2022
Q4 		$658K Sell
3,167
-264
-8% -$54.8K 0.23% 57
2022
Q3 		$610K Buy
3,431
+468
+16% +$83.2K 0.23% 55
2022
Q2 		$583K Hold
2,963
– – 0.21% 55
2022
Q1 		$657K Hold
2,963
– – 0.2% 52
2021
Q4 		$642K Sell
2,963
-33
-1% -$7.15K 0.19% 51
2021
Q3 		$667K Hold
2,996
– – 0.21% 47
2021
Q2 		$701K Sell
2,996
-25
-0.8% -$5.85K 0.22% 46
2021
Q1 		$640K Hold
3,021
– – 0.21% 46
2020
Q4 		$661K Hold
3,021
– – 0.24% 37
2020
Q3 		$604K Buy
3,021
+58
+2% +$11.6K 0.25% 40
2020
Q2 		$572K Buy
2,963
+20
+0.7% +$3.86K 0.28% 36
2020
Q1 		$474K Buy
2,943
+103
+4% +$16.6K 0.3% 34
2019
Q4 		$534K Hold
2,840
– – 0.3% 33
2019
Q3 		$489K Sell
2,840
-165
-5% -$28.4K 0.29% 34
2019
Q2 		$522K Hold
3,005
– – 0.31% 35
2019
Q1 		$469K Hold
3,005
– – 0.29% 35
2018
Q4 		$396K Hold
3,005
– – 0.27% 38
2018
Q3 		$451K Hold
3,005
– – 0.3% 39
2018
Q2 		$398K Hold
3,005
– – 0.29% 43
2018
Q1 		$359K Hold
3,005
– – 0.27% 45
2017
Q4 		$343K Hold
3,005
– – 0.27% 46
2017
Q3 		$316K Hold
3,005
– – 0.26% 46
2017
Q2 		$282K Sell
3,005
-132
-4% -$12.4K 0.28% 51
2017
Q1 		$279K Hold
3,137
– – 0.28% 52
2016
Q4 		$245K Buy
+3,137
New +$245K 0.28% 59