Brave Asset Management’s Visa V Stock Holding History

Brave Asset 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
2025 Q1	–	Sell	-721	Closed	-$228K	–	172
2024 Q4	$228K	Sell	721 -25	-3%	-$7.52K	0.07%	121
2024 Q3	$205K	Buy	+746	New	+$202K	0.05%	136
2023 Q1	–	Sell	-1,419	Closed	-$295K	–	163
2022 Q4	$295K	Hold	1,419	–	–	0.1%	93
2022 Q3	$252K	Hold	1,419	–	–	0.13%	96
2022 Q2	$279K	Sell	1,419 -50	-3%	-$10.3K	0.12%	95
2022 Q1	$326K	Sell	1,469 -33	-2%	-$7.14K	0.11%	93
2021 Q4	$325K	Sell	1,502 -5	-0.3%	-$1.07K	0.09%	99
2021 Q3	$336K	Hold	1,507	–	–	0.1%	96
2021 Q2	$352K	Buy	1,507 +315	+26%	+$72K	0.1%	95
2021 Q1	$252K	Hold	1,192	–	–	0.09%	116
2020 Q4	$261K	Hold	1,192	–	–	0.1%	101
2020 Q3	$238K	Sell	1,192 -500	-30%	-$99.9K	0.11%	84
2020 Q2	$327K	Hold	1,692	–	–	0.17%	70
2020 Q1	$273K	Hold	1,692	–	–	0.17%	77
2019 Q4	$318K	Hold	1,692	–	–	0.16%	92
2019 Q3	$291K	Hold	1,692	–	–	0.17%	93
2019 Q2	$294K	Hold	1,692	–	–	0.17%	93
2019 Q1	$264K	Hold	1,692	–	–	0.15%	104
2018 Q4	$223K	Buy	1,692 +64	+4%	+$8.84K	0.15%	107
2018 Q3	$244K	Hold	1,628	–	–	0.13%	109
2018 Q2	$216K	Buy	+1,628	New	+$210K	0.13%	115
2016 Q4	–	Sell	-1,170	Closed	-$97K	–	320
2016 Q3	$97K	Hold	1,170	–	–	0.06%	177
2016 Q2	$87K	Hold	1,170	–	–	0.06%	182
2016 Q1	$89K	Hold	1,170	–	–	0.06%	180
2015 Q4	$91K	Buy	1,170 +100	+9%	+$7.75K	0.06%	179
2015 Q3	$75K	Hold	1,070	–	–	0.06%	182
2015 Q2	$72K	Buy	+1,070	New	+$72.5K	0.05%	194

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Brave Asset Management's V Position: Q1 2025 in Review

Brave Asset Management sold out of Visa (V) in Q1 2025, closing a stake of 721 shares — an estimated $228K sold.

Brave Asset Management first reported a position in V in Q2 2015 and held it in 27 quarters. The position peaked at $352K in Q2 2021. 4,279 funds tracked by Wall St. Rank hold V as of Q1 2025.

Brave Asset Management reported no remaining Visa position as of Q1 2025 after selling out during the quarter.
Brave Asset Management sold 721 Visa shares in Q1 2025, an estimated $228K.
Brave Asset Management first reported a position in Visa in Q2 2015 and held it in 27 quarters.
Brave Asset Management's Visa position peaked at $352K in Q2 2021.
4,279 funds tracked by Wall St. Rank held Visa as of Q1 2025.

Based on Brave Asset Management's 13F filing for Q1 2025, filed 10 Apr 2025.