BA
V icon

Ballew Advisors’s Visa V Stock Holding History

Ballew Advisors’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
2026
Q2 		$310K Buy
857
+1
+0.1% +$321 0.16% 98
2026
Q1 		$264K Buy
856
+1
+0.1% +$322 0.15% 102
2025
Q4 		$280K Buy
855
+50
+6% +$17K 0.16% 99
2025
Q3 		$280K Buy
805
+1
+0.1% +$346 0.16% 101
2025
Q2 		$289K Sell
804
-9
-1% -$3.14K 0.17% 91
2025
Q1 		$271K Hold
813
– – 0.18% 91
2024
Q4 		$249K Buy
813
+1
+0.1% +$301 0.16% 95
2024
Q3 		$225K Buy
+812
New +$220K 0.15% 98
2018
Q4 		– Sell
-200
Closed -$28K – 417
2018
Q3 		$28K Sell
200
-10
-5% -$1.42K 0.03% 213
2018
Q2 		$28K Sell
210
-44
-17% -$5.66K 0.03% 213
2018
Q1 		$30K Buy
+254
New +$30.8K 0.03% 211

Other funds holding V

WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM