Richwood Investment Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.87M | Sell |
10,886
-20
| -0.2% | -$7.1K | 3.17% | 6 |
|
|
2025
Q1 | $3.82M | Buy |
10,906
+277
| +3% | +$97.1K | 3.25% | 6 |
|
|
2024
Q4 | $3.36M | Buy |
10,629
+222
| +2% | +$70.2K | 2.8% | 6 |
|
|
2024
Q3 | $2.86M | Sell |
10,407
-7
| -0.1% | -$1.93K | 2.37% | 7 |
|
|
2024
Q2 | $2.73M | Buy |
10,414
+66
| +0.6% | +$17.3K | 2.39% | 6 |
|
|
2024
Q1 | $2.89M | Sell |
10,348
-61
| -0.6% | -$17K | 2.56% | 6 |
|
|
2023
Q4 | $2.71M | Sell |
10,409
-238
| -2% | -$62K | 2.54% | 7 |
|
|
2023
Q3 | $2.45M | Sell |
10,647
-87
| -0.8% | -$20K | 2.5% | 8 |
|
|
2023
Q2 | $2.55M | Sell |
10,734
-15
| -0.1% | -$3.56K | 2.49% | 8 |
|
|
2023
Q1 | $2.42M | Sell |
10,749
-141
| -1% | -$31.8K | 2.42% | 8 |
|
|
2022
Q4 | $2.26M | Buy |
10,890
+34
| +0.3% | +$7.06K | 2.28% | 7 |
|
|
2022
Q3 | $1.93M | Buy |
10,856
+681
| +7% | +$121K | 2.12% | 8 |
|
|
2022
Q2 | $2M | Buy |
10,175
+241
| +2% | +$47.4K | 2.02% | 8 |
|
|
2022
Q1 | $2.2M | Buy |
9,934
+1,220
| +14% | +$271K | 1.97% | 9 |
|
|
2021
Q4 | $1.89M | Buy |
+8,714
| New | +$1.89M | 1.65% | 10 |
|