RMR Wealth Builders’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 | $6.22M | Buy |
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|
2025
Q1 | $6.04M | Buy |
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|
2024
Q4 | $5.02M | Buy |
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|
2024
Q3 | $4.18M | Buy |
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|
2024
Q2 | $3.83M | Buy |
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|
2024
Q1 | $3.91M | Buy |
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|
2023
Q4 | $3.46M | Buy |
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|
2023
Q3 | $2.93M | Buy |
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|
2023
Q2 | $2.53M | Buy |
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|
2023
Q1 | $2.28M | Buy |
|
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|
2022
Q4 | $1.28M | Sell |
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|
2022
Q3 | $1.13M | Buy |
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|
2022
Q2 | $1.21M | Sell |
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|
2022
Q1 | $1.53M | Buy |
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|
2021
Q4 | $338K | Sell |
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|
2021
Q3 | $1.5M | Sell |
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|
2021
Q2 | $1.59M | Sell |
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|
2021
Q1 | $2.04M | Buy |
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|
2020
Q4 | $1.42M | Sell |
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|
2020
Q3 | $2.64M | Buy |
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|
2020
Q2 | $1.13M | Buy |
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|
2019
Q4 | $1.37M | Buy |
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