Evermay Wealth Management’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.53M | Sell |
8,355
-173
| -2% | -$55.6K | 0.28% | 38 |
|
|
2025
Q4 | $2.99M | Sell |
8,528
-48
| -0.6% | -$16.4K | 0.34% | 34 |
|
|
2025
Q3 | $2.93M | Sell |
8,576
-500
| -6% | -$173K | 0.33% | 34 |
|
|
2025
Q2 | $3.22M | Sell |
9,076
-811
| -8% | -$283K | 0.4% | 31 |
|
|
2025
Q1 | $3.46M | Sell |
9,887
-60
| -0.6% | -$20.3K | 0.46% | 26 |
|
|
2024
Q4 | $3.14M | Sell |
9,947
-326
| -3% | -$98K | 0.48% | 29 |
|
|
2024
Q3 | $2.82M | Sell |
10,273
-340
| -3% | -$91.9K | 0.45% | 34 |
|
|
2024
Q2 | $2.79M | Sell |
10,613
-52
| -0.5% | -$14.3K | 0.45% | 33 |
|
|
2024
Q1 | $2.98M | Sell |
10,665
-679
| -6% | -$187K | 0.45% | 31 |
|
|
2023
Q4 | $2.95M | Buy |
11,344
+320
| +3% | +$78.9K | 0.55% | 20 |
|
|
2023
Q3 | $2.54M | Sell |
11,024
-166
| -1% | -$39.9K | 0.52% | 23 |
|
|
2023
Q2 | $2.66M | Sell |
11,190
-153
| -1% | -$35K | 0.51% | 21 |
|
|
2023
Q1 | $2.56M | Buy |
11,343
+152
| +1% | +$33.8K | 0.52% | 22 |
|
|
2022
Q4 | $2.33M | Sell |
11,191
-29
| -0.3% | -$5.85K | 0.47% | 28 |
|
|
2022
Q3 | $1.99M | Buy |
11,220
+188
| +2% | +$38.3K | 0.4% | 31 |
|
|
2022
Q2 | $2.17M | Sell |
11,032
-250
| -2% | -$51.7K | 0.42% | 27 |
|
|
2022
Q1 | $2.5M | Sell |
11,282
-540
| -5% | -$117K | 0.42% | 30 |
|
|
2021
Q4 | $2.56M | Sell |
11,822
-19
| -0.2% | -$4.08K | 0.46% | 21 |
|
|
2021
Q3 | $2.64M | Sell |
11,841
-93
| -0.8% | -$21.8K | 0.51% | 19 |
|
|
2021
Q2 | $2.79M | Sell |
11,934
-192
| -2% | -$43.9K | 0.52% | 19 |
|
|
2021
Q1 | $2.57M | Sell |
12,126
-130
| -1% | -$27.4K | 0.51% | 20 |
|
|
2020
Q4 | $2.68M | Sell |
12,256
-529
| -4% | -$108K | 0.59% | 19 |
|
|
2020
Q3 | $2.56M | Sell |
12,785
-287
| -2% | -$57.3K | 0.63% | 19 |
|
|
2020
Q2 | $2.52M | Sell |
13,072
-345
| -3% | -$63K | 0.66% | 19 |
|
|
2020
Q1 | $2.16M | Buy |
13,417
+1,192
| +10% | +$225K | 0.66% | 16 |
|
|
2019
Q4 | $2.3M | Buy |
12,225
+1,034
| +9% | +$186K | 0.56% | 19 |
|
|
2019
Q3 | $1.93M | Buy |
11,191
+253
| +2% | +$45.1K | 0.52% | 22 |
|
|
2019
Q2 | $1.9M | Sell |
10,938
-325
| -3% | -$53.2K | 0.53% | 22 |
|
|
2019
Q1 | $1.76M | Buy |
11,263
+1,235
| +12% | +$178K | 0.5% | 25 |
|
|
2018
Q4 | $1.32M | Sell |
10,028
-8
| -0.1% | -$1.1K | 0.43% | 31 |
|
|
2018
Q3 | $1.51M | Sell |
10,036
-465
| -4% | -$66.1K | 0.47% | 26 |
|
|
2018
Q2 | $1.39M | Buy |
10,501
+170
| +2% | +$21.9K | 0.46% | 28 |
|
|
2018
Q1 | $1.24M | Buy |
10,331
+2,802
| +37% | +$340K | 0.43% | 29 |
|
|
2017
Q4 | $858K | Buy |
7,529
+5,012
| +199% | +$554K | 0.31% | 40 |
|
|
2017
Q3 | $265K | Hold |
2,517
| – | – | 0.12% | 75 |
|
|
2017
Q2 | $236K | Hold |
2,517
| – | – | 0.1% | 83 |
|
|
2017
Q1 | $224K | Buy |
+2,517
| New | +$217K | 0.1% | 89 |
|
|
2016
Q1 | – | Sell |
-2,629
| Closed | -$204K | – | 78 |
|
|
2015
Q4 | $204K | Buy |
+2,629
| New | +$204K | 0.12% | 75 |
|
Other funds holding V
VCM
VPM
Evermay Wealth Management's V Position: Q1 2026 in Review
Evermay Wealth Management reduced its Visa (V) stake by 2% in Q1 2026, selling an estimated $55.6K and leaving 8,355 shares worth $2.53M. The position accounts for 0.28% of the portfolio, ranked #38.
Evermay Wealth Management first reported a position in V in Q4 2015 and has held it in 38 quarters since. The position peaked at $3.46M in Q1 2025. 4,447 funds tracked by Wall St. Rank hold V as of Q1 2026.
- Evermay Wealth Management held 8,355 shares of Visa worth $2.53M as of Q1 2026.
- Evermay Wealth Management sold 173 Visa shares in Q1 2026, an estimated $55.6K.
- Visa made up 0.28% of Evermay Wealth Management's portfolio in Q1 2026, its #38 holding.
- Evermay Wealth Management first reported a position in Visa in Q4 2015 and has held it in 38 quarters since.
- Evermay Wealth Management's Visa position peaked at $3.46M in Q1 2025.
- 4,447 funds tracked by Wall St. Rank held Visa as of Q1 2026.
Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.