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Bison Wealth’s Visa V Stock Holding History

Bison Wealth’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 		– Sell
-300
Closed -$65K – 414
2021
Q4 		$65K Sell
300
-300
-50% -$64.4K 0.04% 235
2021
Q3 		$134K Buy
+600
New +$141K 0.06% 261

Other funds holding V

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bison Wealth's V Position: Q4 2024 in Review

Bison Wealth reduced its Visa (V) stake by 60% in Q4 2024, selling an estimated $2.39M and leaving 5,332 shares worth $1.69M. The position accounts for 0.37% of the portfolio, ranked #57.

Bison Wealth first reported a position in V in Q4 2014 and has held it in 41 quarters since. The position peaked at $3.65M in Q3 2024. 4,279 funds tracked by Wall St. Rank hold V as of Q4 2024.

  • Bison Wealth held 5,332 shares of Visa worth $1.69M as of Q4 2024.
  • Bison Wealth sold 7,944 Visa shares in Q4 2024, an estimated $2.39M.
  • Visa made up 0.37% of Bison Wealth's portfolio in Q4 2024, its #57 holding.
  • Bison Wealth first reported a position in Visa in Q4 2014 and has held it in 41 quarters since.
  • Bison Wealth's Visa position peaked at $3.65M in Q3 2024.
  • 4,279 funds tracked by Wall St. Rank held Visa as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.