RWM
RKL Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $728K | Sell |
2,049
-140
| -6% | -$49.7K | 0.06% | 108 |
|
|
2025
Q1 | $767K | Buy |
2,189
+159
| +8% | +$55.7K | 0.07% | 103 |
|
|
2024
Q4 | $641K | Sell |
2,030
-12
| -0.6% | -$3.79K | 0.06% | 111 |
|
|
2024
Q3 | $562K | Sell |
2,042
-49
| -2% | -$13.5K | 0.05% | 99 |
|
|
2024
Q2 | $549K | Buy |
2,091
+181
| +9% | +$47.5K | 0.05% | 93 |
|
|
2024
Q1 | $533K | Sell |
1,910
-38
| -2% | -$10.6K | 0.05% | 97 |
|
|
2023
Q4 | $507K | Buy |
1,948
+202
| +12% | +$52.6K | 0.05% | 96 |
|
|
2023
Q3 | $402K | Sell |
1,746
-258
| -13% | -$59.3K | 0.05% | 101 |
|
|
2023
Q2 | $476K | Sell |
2,004
-33
| -2% | -$7.84K | 0.06% | 96 |
|
|
2023
Q1 | $459K | Buy |
2,037
+14
| +0.7% | +$3.16K | 0.06% | 98 |
|
|
2022
Q4 | $420K | Buy |
2,023
+1
| +0% | +$208 | 0.06% | 99 |
|
|
2022
Q3 | $359K | Sell |
2,022
-100
| -5% | -$17.8K | 0.05% | 105 |
|
|
2022
Q2 | $418K | Sell |
2,122
-129
| -6% | -$25.4K | 0.06% | 97 |
|
|
2022
Q1 | $499K | Buy |
2,251
+712
| +46% | +$158K | 0.06% | 96 |
|
|
2021
Q4 | $334K | Sell |
1,539
-110
| -7% | -$23.9K | 0.04% | 101 |
|
|
2021
Q3 | $367K | Sell |
1,649
-1,057
| -39% | -$235K | 0.05% | 98 |
|
|
2021
Q2 | $633K | Buy |
2,706
+100
| +4% | +$23.4K | 0.08% | 85 |
|
|
2021
Q1 | $552K | Sell |
2,606
-43
| -2% | -$9.11K | 0.07% | 88 |
|
|
2020
Q4 | $579K | Hold |
2,649
| – | – | 0.08% | 90 |
|
|
2020
Q3 | $530K | Buy |
2,649
+1,061
| +67% | +$212K | 0.08% | 87 |
|
|
2020
Q2 | $307K | Buy |
1,588
+155
| +11% | +$30K | 0.05% | 96 |
|
|
2020
Q1 | $231K | Buy |
1,433
+129
| +10% | +$20.8K | 0.05% | 108 |
|
|
2019
Q4 | $245K | Sell |
1,304
-817
| -39% | -$154K | 0.04% | 110 |
|
|
2019
Q3 | $364K | Sell |
2,121
-91
| -4% | -$15.6K | 0.07% | 106 |
|
|
2019
Q2 | $383K | Buy |
2,212
+87
| +4% | +$15.1K | 0.07% | 104 |
|
|
2019
Q1 | $333K | Sell |
2,125
-2
| -0.1% | -$313 | 0.07% | 112 |
|
|
2018
Q4 | $281K | Buy |
2,127
+143
| +7% | +$18.9K | 0.06% | 109 |
|
|
2018
Q3 | $299K | Sell |
1,984
-316
| -14% | -$47.6K | 0.06% | 115 |
|
|
2018
Q2 | $306K | Sell |
2,300
-82
| -3% | -$10.9K | 0.07% | 117 |
|
|
2018
Q1 | $283K | Sell |
2,382
-94
| -4% | -$11.2K | 0.07% | 121 |
|
|
2017
Q4 | $283K | Buy |
2,476
+34
| +1% | +$3.89K | 0.07% | 123 |
|
|
2017
Q3 | $258K | Sell |
2,442
-8
| -0.3% | -$845 | 0.07% | 134 |
|
|
2017
Q2 | $231K | Buy |
+2,450
| New | +$231K | 0.07% | 133 |
|