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Revolve Wealth Partners’s Visa V Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$4.32M Sell
12,170
-2
-0% -$710 0.56% 33
2025
Q1
$4.27M Buy
12,172
+361
+3% +$127K 0.62% 31
2024
Q4
$3.73M Buy
11,811
+2,917
+33% +$922K 0.54% 33
2024
Q3
$2.45M Buy
8,894
+340
+4% +$93.5K 0.37% 41
2024
Q2
$2.25M Sell
8,554
-365
-4% -$95.8K 0.37% 41
2024
Q1
$2.49M Buy
8,919
+244
+3% +$68.1K 0.42% 35
2023
Q4
$2.26M Buy
8,675
+961
+12% +$250K 0.44% 37
2023
Q3
$1.77M Buy
7,714
+52
+0.7% +$12K 0.41% 50
2023
Q2
$1.82M Buy
7,662
+133
+2% +$31.6K 0.43% 48
2023
Q1
$1.7M Sell
7,529
-559
-7% -$126K 0.43% 49
2022
Q4
$1.68M Buy
8,088
+138
+2% +$28.7K 0.48% 45
2022
Q3
$1.41M Sell
7,950
-331
-4% -$58.8K 0.47% 39
2022
Q2
$1.63M Sell
8,281
-1,734
-17% -$342K 0.54% 37
2022
Q1
$2.22M Buy
10,015
+888
+10% +$197K 0.64% 32
2021
Q4
$1.98M Buy
+9,127
New +$1.98M 0.57% 37