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DCM Advisors’s Visa V Stock Holding History

DCM Advisors’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 		– Sell
-2,871
Closed -$789K – 51
2024
Q3 		$789K Sell
2,871
-137
-5% -$37K 0.4% 37
2024
Q2 		$789K Sell
3,008
-1,425
-32% -$391K 0.42% 36
2024
Q1 		$1.24M Sell
4,433
-4,146
-48% -$1.14M 0.51% 38
2023
Q4 		$2.23M Buy
8,579
+1,927
+29% +$475K 0.8% 34
2023
Q3 		$1.53M Sell
6,652
-62
-0.9% -$14.9K 0.69% 38
2023
Q2 		$1.59M Buy
6,714
+2,147
+47% +$491K 0.68% 38
2023
Q1 		$1.03M Sell
4,567
-40
-0.9% -$8.9K 0.48% 41
2022
Q4 		$957K Sell
4,607
-2,792
-38% -$563K 0.46% 43
2022
Q3 		$1.31M Sell
7,399
-2,682
-27% -$546K 0.66% 39
2022
Q2 		$1.99M Buy
10,081
+2,401
+31% +$496K 0.86% 29
2022
Q1 		$1.7M Buy
7,680
+1,132
+17% +$245K 0.6% 45
2021
Q4 		$1.42M Buy
6,548
+3,970
+154% +$852K 0.42% 56
2021
Q3 		$574K Sell
2,578
-4,399
-63% -$1.03M 0.22% 120
2021
Q2 		$1.63M Buy
6,977
+4,534
+186% +$1.04M 0.93% 17
2021
Q1 		$517K Buy
2,443
+4
+0.2% +$842 0.3% 113
2020
Q4 		$534K Buy
+2,439
New +$499K 0.31% 96

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

DCM Advisors's V Position: Q4 2024 in Review

DCM Advisors sold out of Visa (V) in Q4 2024, closing a stake of 2,871 shares — an estimated $789K sold.

DCM Advisors first reported a position in V in Q4 2020 and held it in 16 quarters. The position peaked at $2.23M in Q4 2023. 4,279 funds tracked by Wall St. Rank hold V as of Q4 2024.

  • DCM Advisors reported no remaining Visa position as of Q4 2024 after selling out during the quarter.
  • DCM Advisors sold 2,871 Visa shares in Q4 2024, an estimated $789K.
  • DCM Advisors first reported a position in Visa in Q4 2020 and held it in 16 quarters.
  • DCM Advisors's Visa position peaked at $2.23M in Q4 2023.
  • 4,279 funds tracked by Wall St. Rank held Visa as of Q4 2024.

Based on DCM Advisors's 13F filing for Q4 2024, filed 18 Feb 2025.