RWA
Roberts Wealth Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.88M | Sell |
16,574
-403
| -2% | -$143K | 1.69% | 17 |
|
|
2025
Q1 | $5.95M | Sell |
16,977
-1,252
| -7% | -$439K | 1.84% | 14 |
|
|
2024
Q4 | $5.77M | Sell |
18,229
-79
| -0.4% | -$25K | 1.75% | 14 |
|
|
2024
Q3 | $5.03M | Buy |
18,308
+160
| +0.9% | +$44K | 1.63% | 19 |
|
|
2024
Q2 | $4.82M | Buy |
18,148
+32
| +0.2% | +$8.49K | 1.64% | 16 |
|
|
2024
Q1 | $4.91M | Buy |
18,116
+298
| +2% | +$80.8K | 1.84% | 14 |
|
|
2023
Q4 | $14.1M | Buy |
17,818
+32
| +0.2% | +$25.3K | 2.2% | 13 |
|
|
2023
Q3 | $4.27M | Buy |
17,786
+240
| +1% | +$57.6K | 1.88% | 12 |
|
|
2023
Q2 | $4.17M | Sell |
17,546
-469
| -3% | -$111K | 1.83% | 13 |
|
|
2023
Q1 | $4.1M | Buy |
18,015
+489
| +3% | +$111K | 1.88% | 14 |
|
|
2022
Q4 | $3.63M | Buy |
17,526
+215
| +1% | +$44.6K | 1.75% | 15 |
|
|
2022
Q3 | $3.21M | Buy |
17,311
+354
| +2% | +$65.7K | 1.58% | 20 |
|
|
2022
Q2 | $3.45M | Buy |
16,957
+382
| +2% | +$77.8K | 1.5% | 19 |
|
|
2022
Q1 | $3.75M | Buy |
16,575
+177
| +1% | +$40.1K | 1.47% | 22 |
|
|
2021
Q4 | $3.63M | Buy |
16,398
+836
| +5% | +$185K | 1.31% | 27 |
|
|
2021
Q3 | $3.47M | Buy |
+15,562
| New | +$3.47M | 1.37% | 24 |
|