RWA
River Wealth Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.1M | Buy |
50,902
+978
| +2% | +$347K | 2.25% | 12 |
|
|
2025
Q1 | $17.5M | Sell |
49,924
-243
| -0.5% | -$85.2K | 2.43% | 7 |
|
|
2024
Q4 | $15.9M | Buy |
50,167
+1,565
| +3% | +$495K | 2.1% | 11 |
|
|
2024
Q3 | $13.4M | Buy |
48,602
+673
| +1% | +$185K | 1.78% | 14 |
|
|
2024
Q2 | $12.6M | Sell |
47,929
-4
| -0% | -$1.05K | 1.8% | 13 |
|
|
2024
Q1 | $13.4M | Sell |
47,933
-292
| -0.6% | -$81.5K | 1.94% | 12 |
|
|
2023
Q4 | $12.6M | Buy |
48,225
+219
| +0.5% | +$57K | 2.01% | 10 |
|
|
2023
Q3 | $11M | Sell |
48,006
-704
| -1% | -$162K | 1.98% | 10 |
|
|
2023
Q2 | $11.6M | Sell |
48,710
-2,091
| -4% | -$497K | 1.96% | 9 |
|
|
2023
Q1 | $11.5M | Sell |
50,801
-303
| -0.6% | -$68.3K | 2.08% | 9 |
|
|
2022
Q4 | $10.6M | Buy |
51,104
+2,329
| +5% | +$484K | 2.05% | 9 |
|
|
2022
Q3 | $8.67M | Sell |
48,775
-1,722
| -3% | -$306K | 1.87% | 10 |
|
|
2022
Q2 | $9.94M | Buy |
50,497
+114
| +0.2% | +$22.4K | 1.83% | 12 |
|
|
2022
Q1 | $11.2M | Buy |
50,383
+2,170
| +5% | +$481K | 1.78% | 13 |
|
|
2021
Q4 | $10.4M | Buy |
48,213
+1,047
| +2% | +$227K | 1.62% | 14 |
|
|
2021
Q3 | $10.5M | Buy |
47,166
+1,587
| +3% | +$353K | 1.8% | 14 |
|
|
2021
Q2 | $10.7M | Buy |
45,579
+447
| +1% | +$105K | 1.86% | 13 |
|
|
2021
Q1 | $9.56M | Buy |
45,132
+1,235
| +3% | +$261K | 1.79% | 13 |
|
|
2020
Q4 | $9.6M | Buy |
43,897
+1,938
| +5% | +$424K | 2.08% | 11 |
|
|
2020
Q3 | $8.39M | Buy |
41,959
+914
| +2% | +$183K | 2.19% | 10 |
|
|
2020
Q2 | $7.93M | Buy |
41,045
+4,861
| +13% | +$939K | 2.41% | 8 |
|
|
2020
Q1 | $5.83M | Buy |
36,184
+1,007
| +3% | +$162K | 2.33% | 8 |
|
|
2019
Q4 | $6.61M | Buy |
35,177
+377
| +1% | +$70.8K | 2.24% | 6 |
|
|
2019
Q3 | $5.99M | Buy |
34,800
+408
| +1% | +$70.2K | 2.26% | 6 |
|
|
2019
Q2 | $5.97M | Buy |
34,392
+1,839
| +6% | +$319K | 2.33% | 6 |
|
|
2019
Q1 | $5.08M | Buy |
32,553
+1,362
| +4% | +$213K | 2.13% | 6 |
|
|
2018
Q4 | $4.12M | Buy |
31,191
+409
| +1% | +$54K | 1.83% | 8 |
|
|
2018
Q3 | $4.62M | Buy |
30,782
+1,019
| +3% | +$153K | 1.7% | 8 |
|
|
2018
Q2 | $3.94M | Buy |
29,763
+1,453
| +5% | +$192K | 1.53% | 10 |
|
|
2018
Q1 | $3.39M | Buy |
28,310
+235
| +0.8% | +$28.1K | 1.43% | 13 |
|
|
2017
Q4 | $3.2M | Buy |
28,075
+3,206
| +13% | +$366K | 1.33% | 17 |
|
|
2017
Q3 | $2.62M | Buy |
24,869
+3,010
| +14% | +$317K | 1.18% | 27 |
|
|
2017
Q2 | $2.05M | Buy |
21,859
+3,334
| +18% | +$313K | 0.95% | 37 |
|
|
2017
Q1 | $1.65M | Buy |
18,525
+460
| +3% | +$40.9K | 0.8% | 46 |
|
|
2016
Q4 | $1.41M | Buy |
18,065
+3,684
| +26% | +$287K | 0.71% | 55 |
|
|
2016
Q3 | $1.19M | Buy |
14,381
+3,393
| +31% | +$281K | 0.66% | 58 |
|
|
2016
Q2 | $815K | Buy |
10,988
+542
| +5% | +$40.2K | 0.47% | 76 |
|
|
2016
Q1 | $799K | Buy |
10,446
+1,514
| +17% | +$116K | 0.48% | 76 |
|
|
2015
Q4 | $693K | Buy |
8,932
+742
| +9% | +$57.6K | 0.44% | 80 |
|
|
2015
Q3 | $571K | Sell |
8,190
-135
| -2% | -$9.41K | 0.39% | 85 |
|
|
2015
Q2 | $559K | Sell |
8,325
-1,069
| -11% | -$71.8K | 0.36% | 93 |
|
|
2015
Q1 | $614K | Buy |
+9,394
| New | +$614K | 0.38% | 87 |
|