RSWM
Robertson Stephens Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.87M | Buy |
27,806
+513
| +2% | +$182K | 0.31% | 61 |
|
|
2025
Q1 | $9.57M | Sell |
27,293
-946
| -3% | -$332K | 0.33% | 58 |
|
|
2024
Q4 | $8.92M | Sell |
28,239
-5,865
| -17% | -$1.85M | 0.32% | 66 |
|
|
2024
Q3 | $9.38M | Sell |
34,104
-2,713
| -7% | -$746K | 0.34% | 65 |
|
|
2024
Q2 | $9.66M | Buy |
36,817
+442
| +1% | +$116K | 0.49% | 41 |
|
|
2024
Q1 | $10.2M | Buy |
36,375
+3,861
| +12% | +$1.08M | 0.54% | 37 |
|
|
2023
Q4 | $8.47M | Sell |
32,514
-2,398
| -7% | -$624K | 0.51% | 36 |
|
|
2023
Q3 | $8.03M | Buy |
34,912
+531
| +2% | +$122K | 0.54% | 37 |
|
|
2023
Q2 | $8.16M | Sell |
34,381
-1,439
| -4% | -$342K | 0.58% | 33 |
|
|
2023
Q1 | $8.08M | Sell |
35,820
-784
| -2% | -$177K | 0.62% | 32 |
|
|
2022
Q4 | $7.6M | Sell |
36,604
-1,546
| -4% | -$321K | 0.74% | 33 |
|
|
2022
Q3 | $6.78M | Buy |
38,150
+1,513
| +4% | +$269K | 0.71% | 33 |
|
|
2022
Q2 | $7.21M | Sell |
36,637
-1,458
| -4% | -$287K | 0.68% | 32 |
|
|
2022
Q1 | $8.45M | Buy |
38,095
+4,128
| +12% | +$915K | 0.71% | 27 |
|
|
2021
Q4 | $7.36M | Buy |
33,967
+28,108
| +480% | +$6.09M | 0.62% | 31 |
|
|
2021
Q3 | $1.31M | Sell |
5,859
-432
| -7% | -$96.2K | 0.15% | 93 |
|
|
2021
Q2 | $1.47M | Sell |
6,291
-2,083
| -25% | -$487K | 0.18% | 93 |
|
|
2021
Q1 | $1.77M | Buy |
8,374
+5,097
| +156% | +$1.08M | 0.28% | 62 |
|
|
2020
Q4 | $716K | Sell |
3,277
-1,994
| -38% | -$436K | 0.15% | 113 |
|
|
2020
Q3 | $1.05M | Buy |
5,271
+3,159
| +150% | +$632K | 0.26% | 75 |
|
|
2020
Q2 | $407K | Buy |
+2,112
| New | +$407K | 0.12% | 123 |
|