Adams Chetwood Wealth Management’s Visa V Stock Holding History

Adams Chetwood Wealth Management’s Portfolio V Stock Details V Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$961K	Buy	4,334 +507	+13%	+$110K	0.54%	35
2021 Q4	$829K	Buy	3,827 +18	+0.5%	+$3.86K	0.56%	38
2021 Q3	$848K	Buy	3,809 +43	+1%	+$10.1K	0.61%	36
2021 Q2	$881K	Buy	3,766 +170	+5%	+$38.9K	0.62%	35
2021 Q1	$761K	Buy	3,596 +194	+6%	+$40.8K	0.58%	38
2020 Q4	$744K	Sell	3,402 -62	-2%	-$12.7K	0.62%	36
2020 Q3	$693K	Buy	3,464 +1	+0%	+$200	0.67%	33
2020 Q2	$669K	Buy	3,463 +1	+0%	+$183	0.68%	32
2020 Q1	$641K	Buy	3,462 +1	+0%	+$188	0.75%	29
2019 Q4	$650K	Buy	+3,461	New	+$624K	0.66%	28

Other funds holding V

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Adams Chetwood Wealth Management's V Position: Q1 2022 in Review

Adams Chetwood Wealth Management increased its Visa (V) stake by 13% in Q1 2022, buying an estimated $110K and bringing the position to 4,334 shares worth $961K. The position accounts for 0.54% of the portfolio, ranked #35.

Adams Chetwood Wealth Management first reported a position in V in Q4 2019 and has held it in 10 quarters since. 3,298 funds tracked by Wall St. Rank hold V as of Q1 2022.

Adams Chetwood Wealth Management held 4,334 shares of Visa worth $961K as of Q1 2022.
Adams Chetwood Wealth Management bought 507 Visa shares in Q1 2022, an estimated $110K.
Visa made up 0.54% of Adams Chetwood Wealth Management's portfolio in Q1 2022, its #35 holding.
Adams Chetwood Wealth Management first reported a position in Visa in Q4 2019 and has held it in 10 quarters since.
3,298 funds tracked by Wall St. Rank held Visa as of Q1 2022.

Based on Adams Chetwood Wealth Management's 13F filing for Q1 2022, filed 13 Apr 2022.