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Campbell Wealth Management’s Visa V Stock Holding History

Campbell Wealth 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
2024
Q4 		$272K Buy
+861
New +$259K 0.02% 75
2024
Q3 		– Sell
-905
Closed -$238K – 85
2024
Q2 		$238K Hold
905
– – 0.08% 41
2024
Q1 		$253K Buy
+905
New +$250K 0.03% 73
2023
Q4 		– Sell
-1,122
Closed -$258K – 77
2023
Q3 		$258K Buy
1,122
+170
+18% +$40.9K 0.03% 58
2023
Q2 		$226K Hold
952
– – 0.03% 64
2023
Q1 		$215K Sell
952
-35
-4% -$7.79K 0.03% 69
2022
Q4 		$205K Buy
+987
New +$199K 0.03% 71
2022
Q3 		– Sell
-1,015
Closed -$200K – 77
2022
Q2 		$200K Sell
1,015
-142
-12% -$29.3K 0.03% 56
2022
Q1 		$257K Hold
1,157
– – 0.03% 61
2021
Q4 		$251K Buy
1,157
+25
+2% +$5.37K 0.03% 66
2021
Q3 		$252K Buy
+1,132
New +$265K 0.03% 59
2020
Q3 		– Sell
-941
Closed -$182K – 322
2020
Q2 		$182K Buy
+941
New +$172K 0.03% 60

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

Campbell Wealth Management's V Position: Q4 2024 in Review

Campbell Wealth Management opened a new position in Visa (V) in Q4 2024: 861 shares worth $272K. The stake represents 0.02% of the portfolio and ranks #75 among its holdings. This is a return to the name: Campbell Wealth Management previously reported a position in V as recently as Q2 2024.

Campbell Wealth Management first reported a position in V in Q2 2020 and has held it in 12 quarters since. 4,278 funds tracked by Wall St. Rank hold V as of Q4 2024.

  • Campbell Wealth Management held 861 shares of Visa worth $272K as of Q4 2024.
  • Visa was a new Campbell Wealth Management position in Q4 2024.
  • Visa made up 0.02% of Campbell Wealth Management's portfolio in Q4 2024, its #75 holding.
  • Campbell Wealth Management first reported a position in Visa in Q2 2020 and has held it in 12 quarters since.
  • 4,278 funds tracked by Wall St. Rank held Visa as of Q4 2024.

Based on Campbell Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.