RCA
Resonant Capital Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.83M | Buy |
22,045
+1,716
| +8% | +$609K | 0.5% | 45 |
|
|
2025
Q1 | $7.12M | Buy |
20,329
+320
| +2% | +$112K | 0.5% | 45 |
|
|
2024
Q4 | $6.32M | Buy |
20,009
+279
| +1% | +$88.2K | 0.46% | 45 |
|
|
2024
Q3 | $5.42M | Buy |
19,730
+371
| +2% | +$102K | 0.4% | 50 |
|
|
2024
Q2 | $5.08M | Buy |
19,359
+575
| +3% | +$151K | 0.41% | 52 |
|
|
2024
Q1 | $5.24M | Buy |
18,784
+2,926
| +18% | +$817K | 0.45% | 48 |
|
|
2023
Q4 | $4.13M | Sell |
15,858
-1,413
| -8% | -$368K | 0.4% | 53 |
|
|
2023
Q3 | $3.97M | Buy |
17,271
+32
| +0.2% | +$7.36K | 0.42% | 53 |
|
|
2023
Q2 | $4.09M | Sell |
17,239
-180
| -1% | -$42.7K | 0.45% | 52 |
|
|
2023
Q1 | $3.93M | Buy |
17,419
+460
| +3% | +$104K | 0.45% | 53 |
|
|
2022
Q4 | $3.52M | Buy |
16,959
+1,076
| +7% | +$224K | 0.44% | 57 |
|
|
2022
Q3 | $2.82M | Sell |
15,883
-547
| -3% | -$97.2K | 0.43% | 65 |
|
|
2022
Q2 | $3.24M | Buy |
16,430
+984
| +6% | +$194K | 0.51% | 54 |
|
|
2022
Q1 | $3.5M | Buy |
15,446
+1,436
| +10% | +$325K | 0.52% | 46 |
|
|
2021
Q4 | $3.04M | Buy |
14,010
+1,240
| +10% | +$269K | 0.46% | 51 |
|
|
2021
Q3 | $2.85M | Buy |
12,770
+1,260
| +11% | +$281K | 0.5% | 44 |
|
|
2021
Q2 | $2.69M | Buy |
11,510
+277
| +2% | +$64.8K | 0.52% | 39 |
|
|
2021
Q1 | $2.38M | Buy |
11,233
+1,175
| +12% | +$249K | 0.49% | 42 |
|
|
2020
Q4 | $2.2M | Buy |
10,058
+319
| +3% | +$69.8K | 0.52% | 38 |
|
|
2020
Q3 | $1.95M | Sell |
9,739
-747
| -7% | -$149K | 0.56% | 36 |
|
|
2020
Q2 | $2.03M | Sell |
10,486
-3,476
| -25% | -$672K | 0.59% | 30 |
|
|
2020
Q1 | $2.25M | Buy |
13,962
+491
| +4% | +$79.1K | 0.82% | 29 |
|
|
2019
Q4 | $2.53M | Buy |
+13,471
| New | +$2.53M | 0.8% | 30 |
|