WD Rutherford’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.33M | Sell |
15,002
-497
| -3% | -$176K | 2.45% | 10 |
|
|
2025
Q1 | $5.2M | Sell |
15,499
-229
| -1% | -$76.9K | 2.77% | 9 |
|
|
2024
Q4 | $4.97M | Sell |
15,728
-309
| -2% | -$97.7K | 2.36% | 11 |
|
|
2024
Q3 | $4.41M | Buy |
16,037
+408
| +3% | +$112K | 2.15% | 15 |
|
|
2024
Q2 | $4.1M | Buy |
15,629
+130
| +0.8% | +$34.1K | 2.06% | 14 |
|
|
2024
Q1 | $4.33M | Sell |
15,499
-113
| -0.7% | -$31.5K | 2.24% | 12 |
|
|
2023
Q4 | $4.23M | Sell |
15,612
-140
| -0.9% | -$38K | 2.46% | 12 |
|
|
2023
Q3 | $3.62M | Sell |
15,752
-1,223
| -7% | -$281K | 2.48% | 11 |
|
|
2023
Q2 | $4.03M | Sell |
16,975
-135
| -0.8% | -$32.1K | 2.58% | 10 |
|
|
2023
Q1 | $3.86M | Sell |
17,110
-855
| -5% | -$193K | 2.72% | 7 |
|
|
2022
Q4 | $3.73M | Sell |
17,965
-260
| -1% | -$54K | 2.93% | 7 |
|
|
2022
Q3 | $3.24M | Sell |
18,225
-335
| -2% | -$59.5K | 2.6% | 10 |
|
|
2022
Q2 | $3.65M | Buy |
18,560
+55
| +0.3% | +$10.8K | 2.82% | 9 |
|
|
2022
Q1 | $4.1M | Buy |
18,505
+280
| +2% | +$62.1K | 2.34% | 13 |
|
|
2021
Q4 | $3.95M | Sell |
18,225
-335
| -2% | -$72.6K | 2% | 19 |
|
|
2021
Q3 | $4.13M | Buy |
18,560
+255
| +1% | +$56.8K | 2.25% | 19 |
|
|
2021
Q2 | $4.28M | Buy |
18,305
+120
| +0.7% | +$28.1K | 2.38% | 17 |
|
|
2021
Q1 | $3.85M | Sell |
18,185
-1,325
| -7% | -$281K | 2.39% | 18 |
|
|
2020
Q4 | $4.27M | Buy |
+19,510
| New | +$4.27M | 2.7% | 15 |
|