RZH
Relyea Zuckerberg Hanson’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.28M | Buy |
14,881
+462
| +3% | +$164K | 0.62% | 34 |
|
|
2025
Q1 | $5.05M | Sell |
14,419
-492
| -3% | -$172K | 0.68% | 32 |
|
|
2024
Q4 | $4.71M | Buy |
14,911
+4,963
| +50% | +$1.57M | 0.63% | 32 |
|
|
2024
Q3 | $2.74M | Sell |
9,948
-242
| -2% | -$66.5K | 0.42% | 41 |
|
|
2024
Q2 | $2.67M | Buy |
10,190
+220
| +2% | +$57.7K | 0.45% | 36 |
|
|
2024
Q1 | $2.78M | Buy |
9,970
+1,319
| +15% | +$368K | 0.49% | 36 |
|
|
2023
Q4 | $2.25M | Buy |
8,651
+3,281
| +61% | +$854K | 0.44% | 39 |
|
|
2023
Q3 | $1.24M | Buy |
5,370
+86
| +2% | +$19.8K | 0.28% | 56 |
|
|
2023
Q2 | $1.25M | Sell |
5,284
-948
| -15% | -$225K | 0.28% | 53 |
|
|
2023
Q1 | $1.41M | Buy |
6,232
+1,681
| +37% | +$379K | 0.34% | 47 |
|
|
2022
Q4 | $946K | Buy |
4,551
+1,163
| +34% | +$242K | 0.27% | 59 |
|
|
2022
Q3 | $602K | Sell |
3,388
-128
| -4% | -$22.7K | 0.22% | 71 |
|
|
2022
Q2 | $692K | Sell |
3,516
-113
| -3% | -$22.2K | 0.26% | 61 |
|
|
2022
Q1 | $774K | Buy |
3,629
+640
| +21% | +$137K | 0.25% | 63 |
|
|
2021
Q4 | $615K | Sell |
2,989
-277
| -8% | -$57K | 0.22% | 80 |
|
|
2021
Q3 | $728K | Buy |
3,266
+480
| +17% | +$107K | 0.28% | 59 |
|
|
2021
Q2 | $651K | Buy |
2,786
+85
| +3% | +$19.9K | 0.27% | 62 |
|
|
2021
Q1 | $621K | Buy |
2,701
+178
| +7% | +$40.9K | 0.27% | 61 |
|
|
2020
Q4 | $552K | Sell |
2,523
-499
| -17% | -$109K | 0.3% | 60 |
|
|
2020
Q3 | $603K | Buy |
3,022
+612
| +25% | +$122K | 0.39% | 51 |
|
|
2020
Q2 | $466K | Buy |
2,410
+165
| +7% | +$31.9K | 0.37% | 62 |
|
|
2020
Q1 | $362K | Sell |
2,245
-133
| -6% | -$21.4K | 0.4% | 61 |
|
|
2019
Q4 | $447K | Buy |
+2,378
| New | +$447K | 0.43% | 52 |
|