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

Buckingham Capital Management (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
2024
Q4 		$13.6M Sell
43,005
-249
-0.6% -$74.9K 1.56% 18
2024
Q3 		$11.9M Sell
43,254
-78
-0.2% -$21.1K 1.36% 24
2024
Q2 		$11.4M Buy
43,332
+42
+0.1% +$11.5K 1.36% 25
2024
Q1 		$12.1M Sell
43,290
-1,457
-3% -$402K 1.48% 22
2023
Q4 		$11.6M Sell
44,747
-5,270
-11% -$1.3M 1.56% 21
2023
Q3 		$11.5M Sell
50,017
-2,868
-5% -$689K 1.75% 18
2023
Q2 		$12.6M Sell
52,885
-632
-1% -$145K 1.87% 16
2023
Q1 		$12.1M Sell
53,517
-1,349
-2% -$300K 1.93% 15
2022
Q4 		$11.4M Buy
54,866
+1,214
+2% +$245K 1.98% 18
2022
Q3 		$9.53M Buy
53,652
+1,760
+3% +$358K 1.85% 17
2022
Q2 		$10.2M Buy
51,892
+509
+1% +$105K 1.91% 16
2022
Q1 		$11.4M Sell
51,383
-945
-2% -$204K 1.87% 16
2021
Q4 		$11.3M Buy
52,328
+2,064
+4% +$443K 1.76% 18
2021
Q3 		$11.2M Buy
50,264
+1,643
+3% +$385K 1.83% 19
2021
Q2 		$11.4M Buy
48,621
+281
+0.6% +$64.2K 1.84% 17
2021
Q1 		$10.2M Buy
48,340
+1,358
+3% +$286K 1.72% 19
2020
Q4 		$10.3M Buy
46,982
+899
+2% +$184K 1.81% 16
2020
Q3 		$9.21M Buy
46,083
+890
+2% +$178K 1.83% 17
2020
Q2 		$8.73M Sell
45,193
-1,024
-2% -$187K 1.9% 13
2020
Q1 		$7.45M Sell
46,217
-6,586
-12% -$1.24M 1.87% 13
2019
Q4 		$9.92M Buy
52,803
+567
+1% +$102K 1.72% 14
2019
Q3 		$8.98M Sell
52,236
-812
-2% -$145K 1.67% 13
2019
Q2 		$9.21M Sell
53,048
-1,530
-3% -$251K 1.74% 12
2019
Q1 		$8.53M Sell
54,578
-913
-2% -$132K 1.67% 12
2018
Q4 		$7.32M Sell
55,491
-1,288
-2% -$178K 1.61% 12
2018
Q3 		$8.52M Sell
56,779
-1,302
-2% -$185K 1.66% 13
2018
Q2 		$7.69M Sell
58,081
-1,259
-2% -$162K 1.56% 14
2018
Q1 		$7.1M Sell
59,340
-747
-1% -$90.5K 1.49% 14
2017
Q4 		$6.85M Sell
60,087
-1,190
-2% -$131K 1.44% 13
2017
Q3 		$6.45M Sell
61,277
-1,311
-2% -$133K 1.43% 13
2017
Q2 		$5.87M Sell
62,588
-2,911
-4% -$270K 1.35% 14
2017
Q1 		$5.82M Buy
65,499
+262
+0.4% +$22.5K 1.36% 14
2016
Q4 		$5.09M Sell
65,237
-186
-0.3% -$15K 1.26% 16
2016
Q3 		$5.41M Buy
65,423
+92
+0.1% +$7.37K 1.38% 15
2016
Q2 		$4.85M Buy
65,331
+1,174
+2% +$91.9K 1.29% 17
2016
Q1 		$4.91M Buy
64,157
+5,129
+9% +$373K 1.34% 14
2015
Q4 		$4.58M Buy
59,028
+4,917
+9% +$381K 1.28% 17
2015
Q3 		$3.77M Buy
54,111
+8,734
+19% +$623K 1.11% 18
2015
Q2 		$3.06M Buy
45,377
+2,547
+6% +$173K 0.86% 24
2015
Q1 		$2.8M Sell
42,830
-66
-0.2% -$4.36K 0.81% 31
2014
Q4 		$2.81M Buy
42,896
+1,588
+4% +$95.6K 0.84% 32
2014
Q3 		$2.2M Buy
41,308
+564
+1% +$30.3K 0.69% 40
2014
Q2 		$2.15M Buy
40,744
+4,068
+11% +$213K 0.68% 43
2014
Q1 		$1.98M Buy
36,676
+660
+2% +$36.7K 0.66% 45
2013
Q4 		$2M Buy
36,016
+1,128
+3% +$56.9K 0.7% 41
2013
Q3 		$1.68M Buy
34,888
+120
+0.3% +$5.54K 0.68% 41
2013
Q2 		$1.59M Buy
+34,768
New +$1.52M 0.65% 44

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

Buckingham Capital Management (Ohio)'s V Position: Q4 2024 in Review

Buckingham Capital Management (Ohio) reduced its Visa (V) stake by 0.58% in Q4 2024, selling an estimated $74.9K and leaving 43,005 shares worth $13.6M. The position accounts for 1.56% of the portfolio, ranked #18.

Buckingham Capital Management (Ohio) first reported a position in V in Q2 2013 and has held it in 47 quarters since. 4,279 funds tracked by Wall St. Rank hold V as of Q4 2024.

  • Buckingham Capital Management (Ohio) held 43,005 shares of Visa worth $13.6M as of Q4 2024.
  • Buckingham Capital Management (Ohio) sold 249 Visa shares in Q4 2024, an estimated $74.9K.
  • Visa made up 1.56% of Buckingham Capital Management (Ohio)'s portfolio in Q4 2024, its #18 holding.
  • Buckingham Capital Management (Ohio) first reported a position in Visa in Q2 2013 and has held it in 47 quarters since.
  • 4,279 funds tracked by Wall St. Rank held Visa as of Q4 2024.

Based on Buckingham Capital Management (Ohio)'s 13F filing for Q4 2024, filed 31 Jan 2025.