RWB
RMR Wealth Builders’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.22M | Buy |
17,524
+290
| +2% | +$103K | 0.57% | 27 |
|
|
2025
Q1 | $6.04M | Buy |
17,234
+1,349
| +8% | +$473K | 0.64% | 26 |
|
|
2024
Q4 | $5.02M | Buy |
15,885
+677
| +4% | +$214K | 0.52% | 28 |
|
|
2024
Q3 | $4.18M | Buy |
15,208
+610
| +4% | +$168K | 0.44% | 31 |
|
|
2024
Q2 | $3.83M | Buy |
14,598
+595
| +4% | +$156K | 0.44% | 35 |
|
|
2024
Q1 | $3.91M | Buy |
14,003
+708
| +5% | +$198K | 0.47% | 31 |
|
|
2023
Q4 | $3.46M | Buy |
13,295
+570
| +4% | +$148K | 0.49% | 30 |
|
|
2023
Q3 | $2.93M | Buy |
12,725
+2,085
| +20% | +$480K | 0.47% | 33 |
|
|
2023
Q2 | $2.53M | Buy |
10,640
+542
| +5% | +$129K | 0.43% | 31 |
|
|
2023
Q1 | $2.28M | Buy |
10,098
+3,937
| +64% | +$888K | 0.43% | 33 |
|
|
2022
Q4 | $1.28M | Sell |
6,161
-176
| -3% | -$36.6K | 0.29% | 39 |
|
|
2022
Q3 | $1.13M | Buy |
6,337
+214
| +3% | +$38K | 0.28% | 43 |
|
|
2022
Q2 | $1.21M | Sell |
6,123
-763
| -11% | -$150K | 0.3% | 48 |
|
|
2022
Q1 | $1.53M | Buy |
6,886
+5,327
| +342% | +$1.18M | 0.33% | 55 |
|
|
2021
Q4 | $338K | Sell |
1,559
-5,162
| -77% | -$1.12M | 0.1% | 87 |
|
|
2021
Q3 | $1.5M | Sell |
6,721
-98
| -1% | -$21.8K | 0.44% | 38 |
|
|
2021
Q2 | $1.59M | Sell |
6,819
-2,818
| -29% | -$659K | 0.52% | 32 |
|
|
2021
Q1 | $2.04M | Buy |
9,637
+3,136
| +48% | +$664K | 0.53% | 26 |
|
|
2020
Q4 | $1.42M | Sell |
6,501
-6,702
| -51% | -$1.47M | 0.7% | 30 |
|
|
2020
Q3 | $2.64M | Buy |
13,203
+7,360
| +126% | +$1.47M | 0.69% | 25 |
|
|
2020
Q2 | $1.13M | Buy |
+5,843
| New | +$1.13M | 1.01% | 25 |
|
|
2019
Q4 | $1.37M | Buy |
+7,312
| New | +$1.37M | 1.32% | 19 |
|