RWM
Ritholtz Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.2M | Buy |
65,286
+3,991
| +7% | +$1.42M | 0.51% | 27 |
|
|
2025
Q1 | $21.5M | Buy |
61,295
+2,957
| +5% | +$1.04M | 0.64% | 24 |
|
|
2024
Q4 | $18.4M | Buy |
58,338
+766
| +1% | +$242K | 0.54% | 30 |
|
|
2024
Q3 | $15.8M | Sell |
57,572
-1,333
| -2% | -$367K | 0.48% | 31 |
|
|
2024
Q2 | $15.5M | Sell |
58,905
-1,056
| -2% | -$277K | 0.51% | 30 |
|
|
2024
Q1 | $16.7M | Buy |
59,961
+837
| +1% | +$234K | 0.58% | 27 |
|
|
2023
Q4 | $15.4M | Buy |
59,124
+396
| +0.7% | +$103K | 0.6% | 26 |
|
|
2023
Q3 | $13.5M | Buy |
58,728
+4,279
| +8% | +$984K | 0.61% | 26 |
|
|
2023
Q2 | $12.9M | Buy |
54,449
+25,321
| +87% | +$6.01M | 0.58% | 25 |
|
|
2023
Q1 | $6.57M | Buy |
29,128
+2,716
| +10% | +$612K | 0.33% | 41 |
|
|
2022
Q4 | $5.49M | Sell |
26,412
-8,586
| -25% | -$1.78M | 0.31% | 52 |
|
|
2022
Q3 | $6.22M | Buy |
34,998
+15,397
| +79% | +$2.74M | 0.33% | 32 |
|
|
2022
Q2 | $3.86M | Buy |
19,601
+3,156
| +19% | +$621K | 0.24% | 50 |
|
|
2022
Q1 | $3.65M | Sell |
16,445
-1,240
| -7% | -$275K | 0.25% | 45 |
|
|
2021
Q4 | $3.83M | Sell |
17,685
-513
| -3% | -$111K | 0.24% | 46 |
|
|
2021
Q3 | $4.05M | Sell |
18,198
-852
| -4% | -$190K | 0.28% | 39 |
|
|
2021
Q2 | $4.45M | Buy |
19,050
+1,333
| +8% | +$312K | 0.32% | 29 |
|
|
2021
Q1 | $3.75M | Buy |
17,717
+7,275
| +70% | +$1.54M | 0.31% | 32 |
|
|
2020
Q4 | $2.28M | Buy |
10,442
+410
| +4% | +$89.7K | 0.22% | 48 |
|
|
2020
Q3 | $2.01M | Buy |
10,032
+1,366
| +16% | +$273K | 0.23% | 43 |
|
|
2020
Q2 | $1.67M | Buy |
8,666
+1,283
| +17% | +$248K | 0.22% | 43 |
|
|
2020
Q1 | $1.19M | Buy |
7,383
+1,662
| +29% | +$268K | 0.19% | 40 |
|
|
2019
Q4 | $1.08M | Sell |
5,721
-700
| -11% | -$132K | 0.16% | 49 |
|
|
2019
Q3 | $1.1M | Buy |
6,421
+675
| +12% | +$116K | 0.18% | 45 |
|
|
2019
Q2 | $997K | Sell |
5,746
-499
| -8% | -$86.6K | 0.17% | 43 |
|
|
2019
Q1 | $975K | Sell |
6,245
-2,119
| -25% | -$331K | 0.18% | 42 |
|
|
2018
Q4 | $1.1M | Buy |
8,364
+303
| +4% | +$40K | 0.25% | 39 |
|
|
2018
Q3 | $1.21M | Sell |
8,061
-2,887
| -26% | -$433K | 0.31% | 28 |
|
|
2018
Q2 | $1.45M | Buy |
10,948
+410
| +4% | +$54.3K | 0.39% | 22 |
|
|
2018
Q1 | $1.26M | Buy |
10,538
+127
| +1% | +$15.2K | 0.36% | 25 |
|
|
2017
Q4 | $1.19M | Buy |
10,411
+75
| +0.7% | +$8.55K | 0.35% | 34 |
|
|
2017
Q3 | $1.09M | Buy |
10,336
+800
| +8% | +$84.2K | 0.41% | 22 |
|
|
2017
Q2 | $894K | Buy |
+9,536
| New | +$894K | 0.38% | 24 |
|
|
2016
Q4 | $741K | Buy |
+9,498
| New | +$741K | 0.38% | 35 |
|