RDFA
Ritter Daniher Financial Advisory’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $188K | Buy |
530
+66
| +14% | +$23.4K | 0.05% | 95 |
|
|
2025
Q1 | $163K | Hold |
464
| – | – | 0.04% | 96 |
|
|
2024
Q4 | $147K | Buy |
464
+200
| +76% | +$63.2K | 0.04% | 96 |
|
|
2024
Q3 | $72.6K | Hold |
264
| – | – | 0.02% | 128 |
|
|
2024
Q2 | $69.3K | Buy |
264
+85
| +47% | +$22.3K | 0.02% | 125 |
|
|
2024
Q1 | $50K | Hold |
179
| – | – | 0.02% | 146 |
|
|
2023
Q4 | $46.6K | Hold |
179
| – | – | 0.02% | 155 |
|
|
2023
Q3 | $41.2K | Hold |
179
| – | – | 0.02% | 157 |
|
|
2023
Q2 | $42.5K | Hold |
179
| – | – | 0.02% | 145 |
|
|
2023
Q1 | $40.4K | Hold |
179
| – | – | 0.02% | 149 |
|
|
2022
Q4 | $37.2K | Hold |
179
| – | – | 0.02% | 160 |
|
|
2022
Q3 | $32K | Hold |
179
| – | – | 0.02% | 135 |
|
|
2022
Q2 | $35K | Hold |
179
| – | – | 0.02% | 126 |
|
|
2022
Q1 | $40K | Hold |
179
| – | – | 0.03% | 122 |
|
|
2021
Q4 | $39K | Sell |
179
-445
| -71% | -$97K | 0.03% | 119 |
|
|
2021
Q3 | $139K | Buy |
624
+550
| +743% | +$123K | 0.1% | 70 |
|
|
2021
Q2 | $17K | Hold |
74
| – | – | 0.01% | 137 |
|
|
2021
Q1 | $16K | Hold |
74
| – | – | 0.01% | 129 |
|
|
2020
Q4 | $16K | Buy |
+74
| New | +$16K | 0.01% | 126 |
|