RIS
Retirement Income Solutions’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $353K | Hold |
993
| – | – | 0.06% | 108 |
|
|
2025
Q1 | $348K | Hold |
993
| – | – | 0.07% | 98 |
|
|
2024
Q4 | $314K | Hold |
993
| – | – | 0.06% | 106 |
|
|
2024
Q3 | $273K | Hold |
993
| – | – | 0.06% | 118 |
|
|
2024
Q2 | $261K | Hold |
993
| – | – | 0.06% | 114 |
|
|
2024
Q1 | $277K | Hold |
993
| – | – | 0.06% | 115 |
|
|
2023
Q4 | $259K | Hold |
993
| – | – | 0.06% | 114 |
|
|
2023
Q3 | $228K | Sell |
993
-600
| -38% | -$138K | 0.06% | 114 |
|
|
2023
Q2 | $378K | Buy |
1,593
+618
| +63% | +$147K | 0.1% | 92 |
|
|
2023
Q1 | $220K | Buy |
+975
| New | +$220K | 0.06% | 125 |
|