First Command Financial Services’s Visa V Stock Holding History

First Command Financial Services’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
2023 Q2	$1.22M	Sell	5,147 -470	-8%	-$108K	0.12%	43
2023 Q1	$1.27M	Buy	5,617 +293	+6%	+$65.2K	0.13%	39
2022 Q4	$1.11M	Buy	5,324 +1	+0%	+$202	0.14%	40
2022 Q3	$946K	Buy	5,323 +647	+14%	+$132K	0.14%	41
2022 Q2	$921K	Buy	4,676 +13	+0.3%	+$2.69K	0.13%	50
2022 Q1	$1.03M	Buy	4,663 +1,204	+35%	+$260K	0.14%	53
2021 Q4	$749K	Buy	3,459 +69	+2%	+$14.8K	0.11%	66
2021 Q3	$755K	Buy	3,390 +218	+7%	+$51.1K	0.13%	62
2021 Q2	$742K	Buy	3,172 +596	+23%	+$136K	0.08%	64
2021 Q1	$545K	Buy	2,576 +273	+12%	+$57.5K	0.12%	77
2020 Q4	$504K	Buy	2,303 +247	+12%	+$50.5K	0.12%	74
2020 Q3	$411K	Buy	2,056 +197	+11%	+$39.4K	0.12%	76
2020 Q2	$359K	Buy	1,859 +232	+14%	+$42.4K	0.11%	81
2020 Q1	$263K	Sell	1,627 -160	-9%	-$30.1K	0.14%	89
2019 Q4	$336K	Buy	1,787 +308	+21%	+$55.5K	0.16%	95
2019 Q3	$255K	Buy	1,479 +349	+31%	+$62.2K	0.13%	102
2019 Q2	$196K	Buy	1,130 +100	+10%	+$16.4K	0.1%	121
2019 Q1	$161K	Hold	1,030	–	–	0.08%	128
2018 Q4	$136K	Buy	1,030 +427	+71%	+$59K	0.07%	130
2018 Q3	$91K	Hold	603	–	–	0.03%	162
2018 Q2	$80K	Sell	603 -36	-6%	-$4.63K	0.02%	170
2018 Q1	$76K	Buy	639 +36	+6%	+$4.36K	﹤0.01%	174
2017 Q4	$69K	Hold	603	–	–	0.04%	173
2017 Q3	$63K	Hold	603	–	–	0.04%	171
2017 Q2	$56K	Hold	603	–	–	0.04%	187
2017 Q1	$54K	Buy	603 +68	+13%	+$5.85K	0.04%	181
2016 Q4	$42K	Buy	+535	New	+$43K	0.03%	209

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

First Command Financial Services's V Position: Q2 2023 in Review

First Command Financial Services reduced its Visa (V) stake by 8.4% in Q2 2023, selling an estimated $108K and leaving 5,147 shares worth $1.22M. The position accounts for 0.12% of the portfolio, ranked #43.

First Command Financial Services first reported a position in V in Q4 2016 and has held it in 27 quarters since. The position peaked at $1.27M in Q1 2023. 3,486 funds tracked by Wall St. Rank hold V as of Q2 2023.

First Command Financial Services held 5,147 shares of Visa worth $1.22M as of Q2 2023.
First Command Financial Services sold 470 Visa shares in Q2 2023, an estimated $108K.
Visa made up 0.12% of First Command Financial Services's portfolio in Q2 2023, its #43 holding.
First Command Financial Services first reported a position in Visa in Q4 2016 and has held it in 27 quarters since.
First Command Financial Services's Visa position peaked at $1.27M in Q1 2023.
3,486 funds tracked by Wall St. Rank held Visa as of Q2 2023.

Based on First Command Financial Services's 13F filing for Q2 2023, filed 21 Jul 2023.