Charles D. Hyman’s Visa V Stock Holding History

Charles D. Hyman’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 Q2	$4.3M	Hold	16,367	–	–	0.24%	64
2024 Q1	$4.57M	Sell	16,367 -45	-0.3%	-$12.4K	0.25%	64
2023 Q4	$4.27M	Buy	16,412 +16	+0.1%	+$3.94K	0.26%	66
2023 Q3	$3.77M	Buy	16,396 +42	+0.3%	+$10.1K	0.25%	68
2023 Q2	$3.88M	Hold	16,354	–	–	0.24%	68
2023 Q1	$3.69M	Sell	16,354 -85	-0.5%	-$18.9K	0.25%	72
2022 Q4	$3.42M	Sell	16,439 -58	-0.4%	-$11.7K	0.23%	70
2022 Q3	$2.93M	Buy	16,497 +358	+2%	+$72.8K	0.23%	72
2022 Q2	$3.18M	Hold	16,139	–	–	0.23%	71
2022 Q1	$3.58M	Buy	16,139 +200	+1%	+$43.3K	0.23%	72
2021 Q4	$3.45M	Buy	15,939 +278	+2%	+$59.7K	0.22%	74
2021 Q3	$3.49M	Buy	15,661 +113	+0.7%	+$26.5K	0.24%	71
2021 Q2	$3.63M	Sell	15,548 -100	-0.6%	-$22.9K	0.25%	71
2021 Q1	$3.31M	Hold	15,648	–	–	0.24%	73
2020 Q4	$3.42M	Sell	15,648 -160	-1%	-$32.7K	0.27%	69
2020 Q3	$3.16M	Sell	15,808 -400	-2%	-$79.9K	0.28%	68
2020 Q2	$3.13M	Buy	16,208 +5,385	+50%	+$984K	0.3%	64
2020 Q1	$1.74M	Buy	10,823 +27	+0.3%	+$5.09K	0.22%	71
2019 Q4	$2.03M	Buy	10,796 +196	+2%	+$35.3K	0.2%	76
2019 Q3	$1.82M	Hold	10,600	–	–	0.19%	76
2019 Q2	$1.84M	Buy	10,600 +50	+0.5%	+$8.19K	0.19%	77
2019 Q1	$1.65M	Hold	10,550	–	–	0.17%	86
2018 Q4	$1.39M	Hold	10,550	–	–	0.17%	85
2018 Q3	$1.58M	Sell	10,550 -100	-0.9%	-$14.2K	0.16%	84
2018 Q2	$1.41M	Hold	10,650	–	–	0.16%	84
2018 Q1	$1.27M	Buy	10,650 +303	+3%	+$36.7K	0.15%	85
2017 Q4	$1.18M	Hold	10,347	–	–	0.14%	89
2017 Q3	$1.09M	Buy	10,347 +197	+2%	+$20K	0.14%	87
2017 Q2	$952K	Buy	10,150 +1,000	+11%	+$92.8K	0.12%	86
2017 Q1	$813K	Buy	9,150 +1,000	+12%	+$86K	0.11%	93
2016 Q4	$636K	Hold	8,150	–	–	0.09%	99
2016 Q3	$674K	Sell	8,150 -81	-1%	-$6.49K	0.1%	94
2016 Q2	$610K	Buy	8,231 +81	+1%	+$6.34K	0.09%	101
2016 Q1	$623K	Buy	8,150 +150	+2%	+$10.9K	0.1%	96
2015 Q4	$620K	Hold	8,000	–	–	0.1%	99
2015 Q3	$557K	Hold	8,000	–	–	0.1%	102
2015 Q2	$537K	Hold	8,000	–	–	0.09%	107
2015 Q1	$523K	Sell	8,000 -600	-7%	-$39.7K	0.08%	105
2014 Q4	$564K	Hold	8,600	–	–	0.09%	103
2014 Q3	$459K	Hold	8,600	–	–	0.08%	108
2014 Q2	$453K	Hold	8,600	–	–	0.08%	111
2014 Q1	$464K	Buy	8,600 +400	+5%	+$22.2K	0.08%	106
2013 Q4	$456K	Sell	8,200 -200	-2%	-$10.1K	0.08%	106
2013 Q3	$401K	Hold	8,400	–	–	0.08%	107
2013 Q2	$384K	Buy	+8,400	New	+$368K	0.08%	110

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Charles D. Hyman's V Position: Q2 2024 in Review

Charles D. Hyman held its Visa (V) position steady in Q2 2024 at 16,367 shares worth $4.3M. The position accounts for 0.24% of the portfolio, ranked #64.

Charles D. Hyman first reported a position in V in Q2 2013 and has held it in 45 quarters since. The position peaked at $4.57M in Q1 2024. 3,827 funds tracked by Wall St. Rank hold V as of Q2 2024.

Charles D. Hyman held 16,367 shares of Visa worth $4.3M as of Q2 2024.
Charles D. Hyman left its Visa share count unchanged in Q2 2024.
Visa made up 0.24% of Charles D. Hyman's portfolio in Q2 2024, its #64 holding.
Charles D. Hyman first reported a position in Visa in Q2 2013 and has held it in 45 quarters since.
Charles D. Hyman's Visa position peaked at $4.57M in Q1 2024.
3,827 funds tracked by Wall St. Rank held Visa as of Q2 2024.

Based on Charles D. Hyman's 13F filing for Q2 2024, filed 25 Jul 2024.