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Dechtman Wealth Management’s Visa V Stock Holding History

Dechtman 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 		$352K Buy
1,114
+1
+0.1% +$301 0.07% 45
2024
Q3 		$306K Buy
1,113
+1
+0.1% +$270 0.06% 48
2024
Q2 		$292K Buy
1,112
+80
+8% +$21.9K 0.07% 47
2024
Q1 		$288K Buy
+1,032
New +$285K 0.07% 48

Other funds holding V

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Dechtman Wealth Management increased its Visa (V) stake by 0.09% in Q4 2024, buying an estimated $301 and bringing the position to 1,114 shares worth $352K. The position accounts for 0.07% of the portfolio, ranked #45.

Dechtman Wealth Management first reported a position in V in Q1 2024 and has held it in 4 quarters since. 4,287 funds tracked by Wall St. Rank hold V as of Q4 2024.

  • Dechtman Wealth Management held 1,114 shares of Visa worth $352K as of Q4 2024.
  • Dechtman Wealth Management bought 1 Visa share in Q4 2024, an estimated $301.
  • Visa made up 0.07% of Dechtman Wealth Management's portfolio in Q4 2024, its #45 holding.
  • Dechtman Wealth Management first reported a position in Visa in Q1 2024 and has held it in 4 quarters since.
  • 4,287 funds tracked by Wall St. Rank held Visa as of Q4 2024.

Based on Dechtman Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.