RWM
Revisor Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.46M | Buy |
4,106
+836
| +26% | +$297K | 0.53% | 35 |
|
|
2025
Q1 | $1.15M | Buy |
3,270
+897
| +38% | +$314K | 0.51% | 38 |
|
|
2024
Q4 | $756K | Sell |
2,373
-1,879
| -44% | -$599K | 0.7% | 33 |
|
|
2024
Q3 | $1.17M | Buy |
4,252
+1,630
| +62% | +$448K | 0.73% | 26 |
|
|
2024
Q2 | $688K | Sell |
2,622
-1,491
| -36% | -$391K | 0.48% | 40 |
|
|
2024
Q1 | $1.11M | Buy |
4,113
+1,746
| +74% | +$471K | 0.5% | 42 |
|
|
2023
Q4 | $616K | Sell |
2,367
-1,680
| -42% | -$437K | 0.71% | 28 |
|
|
2023
Q3 | $931K | Buy |
4,047
+1,275
| +46% | +$293K | 0.79% | 26 |
|
|
2023
Q2 | $658K | Buy |
2,772
+15
| +0.5% | +$3.56K | 0.59% | 41 |
|
|
2023
Q1 | $622K | Buy |
+2,757
| New | +$622K | 0.57% | 43 |
|