EWM
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Executive Wealth Management’s Visa V Stock Holding History

Executive 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 		$7.68M Buy
24,291
+835
+4% +$251K 0.6% 56
2024
Q3 		$6.45M Buy
23,456
+368
+2% +$99.5K 0.51% 65
2024
Q2 		$6.06M Buy
23,088
+165
+0.7% +$45.2K 1.11% 29
2024
Q1 		$6.38M Sell
22,923
-394
-2% -$109K 0.56% 64
2023
Q4 		$6.07M Buy
23,317
+1,770
+8% +$436K 0.57% 62
2023
Q3 		$4.96M Buy
21,547
+2,142
+11% +$515K 0.51% 63
2023
Q2 		$4.61M Buy
19,405
+4,651
+32% +$1.06M 0.48% 64
2023
Q1 		$3.33M Buy
14,754
+8,506
+136% +$1.89M 0.37% 73
2022
Q4 		$1.3M Buy
6,248
+5,197
+494% +$1.05M 0.16% 103
2022
Q3 		$1.05K Sell
1,051
-4,966
-83% -$1.01M 0.15% 102
2022
Q2 		$1.18M Sell
6,017
-657
-10% -$136K 0.16% 92
2022
Q1 		$1.48M Sell
6,674
-34
-0.5% -$7.35K 0.16% 101
2021
Q4 		$1.45M Buy
6,708
+310
+5% +$66.5K 0.14% 111
2021
Q3 		$1.43M Buy
6,398
+135
+2% +$31.7K 0.16% 100
2021
Q2 		$1.46M Buy
6,263
+598
+11% +$137K 0.16% 100
2021
Q1 		$1.2M Buy
5,665
+1,743
+44% +$367K 0.14% 105
2020
Q4 		$857K Buy
3,922
+374
+11% +$76.5K 0.11% 105
2020
Q3 		$709K Sell
3,548
-123
-3% -$24.6K 0.1% 101
2020
Q2 		$709K Sell
3,671
-2,425
-40% -$443K 0.11% 86
2020
Q1 		$982K Sell
6,096
-797
-12% -$150K 0.17% 75
2019
Q4 		$1.29M Sell
6,893
-327
-5% -$58.9K 0.18% 82
2019
Q3 		$1.24M Sell
7,220
-1,128
-14% -$201K 0.19% 79
2019
Q2 		$1.45M Sell
8,348
-65
-0.8% -$10.6K 0.21% 82
2019
Q1 		$1.31M Sell
8,413
-2,136
-20% -$308K 0.23% 71
2018
Q4 		$1.39M Buy
+10,549
New +$1.46M 0.25% 59

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

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

Executive Wealth Management increased its Visa (V) stake by 3.6% in Q4 2024, buying an estimated $251K and bringing the position to 24,291 shares worth $7.68M. The position accounts for 0.6% of the portfolio, ranked #56.

Executive Wealth Management first reported a position in V in Q4 2018 and has held it in 25 quarters since. 4,278 funds tracked by Wall St. Rank hold V as of Q4 2024.

  • Executive Wealth Management held 24,291 shares of Visa worth $7.68M as of Q4 2024.
  • Executive Wealth Management bought 835 Visa shares in Q4 2024, an estimated $251K.
  • Visa made up 0.6% of Executive Wealth Management's portfolio in Q4 2024, its #56 holding.
  • Executive Wealth Management first reported a position in Visa in Q4 2018 and has held it in 25 quarters since.
  • 4,278 funds tracked by Wall St. Rank held Visa as of Q4 2024.

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