WRPWM
Werba Rubin Papier Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.34M | Buy |
6,600
+594
| +10% | +$211K | 0.44% | 42 |
|
|
2025
Q1 | $2.1M | Buy |
6,006
+75
| +1% | +$26.3K | 0.46% | 39 |
|
|
2024
Q4 | $1.87M | Sell |
5,931
-350
| -6% | -$111K | 0.44% | 40 |
|
|
2024
Q3 | $1.73M | Buy |
6,281
+20
| +0.3% | +$5.5K | 0.41% | 41 |
|
|
2024
Q2 | $1.64M | Buy |
6,261
+1,343
| +27% | +$353K | 0.45% | 36 |
|
|
2024
Q1 | $1.37M | Buy |
4,918
+140
| +3% | +$39.1K | 0.4% | 37 |
|
|
2023
Q4 | $1.24M | Buy |
4,778
+810
| +20% | +$211K | 0.42% | 29 |
|
|
2023
Q3 | $913K | Sell |
3,968
-206
| -5% | -$47.4K | 0.32% | 42 |
|
|
2023
Q2 | $991K | Buy |
4,174
+106
| +3% | +$25.2K | 0.34% | 36 |
|
|
2023
Q1 | $917K | Buy |
4,068
+6
| +0.1% | +$1.35K | 0.36% | 37 |
|
|
2022
Q4 | $844K | Buy |
+4,062
| New | +$844K | 0.35% | 32 |
|