RKL Wealth Management’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $728K | Sell |
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|
2025
Q1 | $767K | Buy |
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|
2024
Q4 | $641K | Sell |
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|
2024
Q3 | $562K | Sell |
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|
2024
Q2 | $549K | Buy |
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|
2024
Q1 | $533K | Sell |
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|
2023
Q4 | $507K | Buy |
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|
2023
Q3 | $402K | Sell |
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|
2023
Q2 | $476K | Sell |
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|
2023
Q1 | $459K | Buy |
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|
2022
Q4 | $420K | Buy |
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|
2022
Q3 | $359K | Sell |
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|
2022
Q2 | $418K | Sell |
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|
2022
Q1 | $499K | Buy |
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|
2021
Q4 | $334K | Sell |
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|
2021
Q3 | $367K | Sell |
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|
2021
Q2 | $633K | Buy |
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|
2021
Q1 | $552K | Sell |
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|
2020
Q4 | $579K | Hold |
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|
2020
Q3 | $530K | Buy |
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|
2020
Q2 | $307K | Buy |
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|
2020
Q1 | $231K | Buy |
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|
2019
Q4 | $245K | Sell |
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|
2019
Q3 | $364K | Sell |
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|
2019
Q2 | $383K | Buy |
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|
2019
Q1 | $333K | Sell |
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|
2018
Q4 | $281K | Buy |
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|
2018
Q3 | $299K | Sell |
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|
2018
Q2 | $306K | Sell |
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|
2018
Q1 | $283K | Sell |
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|
2017
Q4 | $283K | Buy |
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|
2017
Q3 | $258K | Sell |
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|
2017
Q2 | $231K | Buy |
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