RWA Wealth Partners’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $63.8M | Buy |
211,074
+33,350
| +19% | +$10.7M | 0.7% | 23 |
|
|
2025
Q4 | $62.3M | Buy |
177,724
+8,947
| +5% | +$3.05M | 0.68% | 24 |
|
|
2025
Q3 | $57.6M | Buy |
168,777
+2,501
| +2% | +$866K | 0.65% | 24 |
|
|
2025
Q2 | $59M | Sell |
166,276
-2,178
| -1% | -$759K | 0.74% | 18 |
|
|
2025
Q1 | $59M | Sell |
168,454
-9,276
| -5% | -$3.14M | 0.74% | 22 |
|
|
2024
Q4 | $56.2M | Sell |
177,730
-5
| -0% | -$1.5K | 0.69% | 20 |
|
|
2024
Q3 | $48.9M | Buy |
177,735
+2,652
| +2% | +$717K | 0.61% | 24 |
|
|
2024
Q2 | $46M | Buy |
175,083
+1,677
| +1% | +$460K | 0.61% | 22 |
|
|
2024
Q1 | $48.4M | Sell |
173,406
-1,790
| -1% | -$494K | 0.65% | 21 |
|
|
2023
Q4 | $45.6M | Buy |
175,196
+95,756
| +121% | +$23.6M | 0.65% | 24 |
|
|
2023
Q3 | $18.3M | Buy |
79,440
+15,973
| +25% | +$3.84M | 0.4% | 24 |
|
|
2023
Q2 | $15.1M | Buy |
63,467
+1,502
| +2% | +$344K | 0.33% | 27 |
|
|
2023
Q1 | $14M | Buy |
61,965
+1,046
| +2% | +$233K | 0.34% | 29 |
|
|
2022
Q4 | $13.5M | Buy |
60,919
+1,672
| +3% | +$337K | 0.34% | 29 |
|
|
2022
Q3 | $10.5M | Buy |
59,247
+1,279
| +2% | +$260K | 0.74% | 25 |
|
|
2022
Q2 | $11.4M | Buy |
57,968
+1,123
| +2% | +$232K | 0.77% | 23 |
|
|
2022
Q1 | $12.6M | Sell |
56,845
-368
| -0.6% | -$79.6K | 0.82% | 26 |
|
|
2021
Q4 | $12.4M | Sell |
57,213
-4,559
| -7% | -$979K | 0.83% | 31 |
|
|
2021
Q3 | $13.8M | Buy |
61,772
+1,013
| +2% | +$238K | 1.03% | 23 |
|
|
2021
Q2 | $14.2M | Buy |
60,759
+1,976
| +3% | +$452K | 1.06% | 22 |
|
|
2021
Q1 | $12.4M | Buy |
58,783
+16,523
| +39% | +$3.48M | 1% | 25 |
|
|
2020
Q4 | $9.24M | Sell |
42,260
-503
| -1% | -$103K | 0.82% | 26 |
|
|
2020
Q3 | $8.55M | Buy |
42,763
+2,833
| +7% | +$566K | 0.9% | 22 |
|
|
2020
Q2 | $7.71M | Buy |
39,930
+346
| +0.9% | +$63.2K | 0.94% | 25 |
|
|
2020
Q1 | $6.38M | Buy |
39,584
+612
| +2% | +$115K | 0.9% | 27 |
|
|
2019
Q4 | $7.32M | Buy |
38,972
+76
| +0.2% | +$13.7K | 0.73% | 33 |
|
|
2019
Q3 | $6.69M | Buy |
38,896
+532
| +1% | +$94.8K | 0.71% | 36 |
|
|
2019
Q2 | $6.66M | Sell |
38,364
-8,652
| -18% | -$1.42M | 0.71% | 36 |
|
|
2019
Q1 | $7.34M | Buy |
47,016
+264
| +0.6% | +$38K | 0.84% | 29 |
|
|
2018
Q4 | $6.17M | Buy |
46,752
+1,075
| +2% | +$148K | 0.81% | 31 |
|
|
2018
Q3 | $6.86M | Buy |
45,677
+390
| +0.9% | +$55.5K | 0.77% | 31 |
|
|
2018
Q2 | $6M | Buy |
45,287
+1,228
| +3% | +$158K | 0.67% | 34 |
|
|
2018
Q1 | $5.27M | Sell |
44,059
-1,833
| -4% | -$222K | 0.68% | 33 |
|
|
2017
Q4 | $5.23M | Buy |
45,892
+504
| +1% | +$55.7K | 0.59% | 45 |
|
|
2017
Q3 | $4.78M | Buy |
45,388
+6,007
| +15% | +$609K | 0.54% | 52 |
|
|
2017
Q2 | $3.69M | Buy |
39,381
+1,484
| +4% | +$138K | 0.45% | 57 |
|
|
2017
Q1 | $3.37M | Buy |
+37,897
| New | +$3.26M | 0.44% | 61 |
|
Other funds holding V
VCM
VPM
