RPWA
Regent Peak Wealth Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.73M | Buy |
4,928
+1
| +0% | +$350 | 0.41% | 34 |
|
|
2024
Q4 | $1.56M | Buy |
4,927
+121
| +3% | +$38.2K | 0.35% | 39 |
|
|
2024
Q3 | $1.32M | Sell |
4,806
-44
| -0.9% | -$12.1K | 0.3% | 58 |
|
|
2024
Q2 | $1.27M | Buy |
4,850
+112
| +2% | +$29.4K | 0.29% | 59 |
|
|
2024
Q1 | $1.32M | Sell |
4,738
-143
| -3% | -$39.9K | 0.34% | 51 |
|
|
2023
Q4 | $1.27M | Sell |
4,881
-77
| -2% | -$20K | 0.34% | 52 |
|
|
2023
Q3 | $1.14M | Sell |
4,958
-9
| -0.2% | -$2.07K | 0.35% | 54 |
|
|
2023
Q2 | $1.18M | Sell |
4,967
-76
| -2% | -$18K | 0.34% | 53 |
|
|
2023
Q1 | $1.14M | Sell |
5,043
-148
| -3% | -$33.4K | 0.35% | 50 |
|
|
2022
Q4 | $1.08M | Buy |
5,191
+155
| +3% | +$32.2K | 0.35% | 53 |
|
|
2022
Q3 | $894K | Sell |
5,036
-237
| -4% | -$42.1K | 0.31% | 58 |
|
|
2022
Q2 | $1.04M | Buy |
5,273
+185
| +4% | +$36.4K | 0.34% | 56 |
|
|
2022
Q1 | $1.13M | Buy |
5,088
+59
| +1% | +$13.1K | 0.32% | 52 |
|
|
2021
Q4 | $1.09M | Sell |
5,029
-45
| -0.9% | -$9.75K | 0.3% | 55 |
|
|
2021
Q3 | $1.13M | Buy |
5,074
+10
| +0.2% | +$2.23K | 0.32% | 56 |
|
|
2021
Q2 | $1.25M | Buy |
5,064
+31
| +0.6% | +$7.64K | 0.35% | 54 |
|
|
2021
Q1 | $1.07M | Buy |
5,033
+309
| +7% | +$65.4K | 0.35% | 55 |
|
|
2020
Q4 | $1.03M | Buy |
4,724
+522
| +12% | +$114K | 0.34% | 56 |
|
|
2020
Q3 | $840K | Buy |
4,202
+70
| +2% | +$14K | 0.36% | 54 |
|
|
2020
Q2 | $798K | Buy |
4,132
+727
| +21% | +$140K | 0.36% | 54 |
|
|
2020
Q1 | $548K | Buy |
3,405
+836
| +33% | +$135K | 0.31% | 61 |
|
|
2019
Q4 | $482K | Buy |
+2,569
| New | +$482K | 0.22% | 74 |
|