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Beacon Capital Management Inc (Ohio)’s Visa V Stock Holding History

Beacon Capital Management Inc (Ohio)’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
2020
Q4 		– Sell
-8
Closed -$2K – 99
2020
Q3 		$2K Buy
+8
New +$1.6K ﹤0.01% 87
2020
Q2 		– Sell
-11
Closed -$2K – 107
2020
Q1 		$2K Buy
+11
New +$2.07K ﹤0.01% 79
2016
Q1 		– Sell
-11
Closed -$1K – 335
2015
Q4 		$1K Buy
+11
New +$852 ﹤0.01% 228

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Beacon Capital Management Inc (Ohio)'s V Position: Q4 2020 in Review

Beacon Capital Management Inc (Ohio) sold out of Visa (V) in Q4 2020, closing a stake of 8 shares — an estimated $2K sold.

Beacon Capital Management Inc (Ohio) first reported a position in V in Q4 2015 and held it in 3 quarters. The position peaked at $2K in Q3 2020. 3,025 funds tracked by Wall St. Rank hold V as of Q4 2020.

  • Beacon Capital Management Inc (Ohio) reported no remaining Visa position as of Q4 2020 after selling out during the quarter.
  • Beacon Capital Management Inc (Ohio) sold 8 Visa shares in Q4 2020, an estimated $2K.
  • Beacon Capital Management Inc (Ohio) first reported a position in Visa in Q4 2015 and held it in 3 quarters.
  • Beacon Capital Management Inc (Ohio)'s Visa position peaked at $2K in Q3 2020.
  • 3,025 funds tracked by Wall St. Rank held Visa as of Q4 2020.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q4 2020, filed 27 Jan 2021.