FLP Wealth Management’s Visa V Stock Holding History

FLP 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
2025 Q1	–	Sell	-328	Closed	-$104K	–	433
2024 Q4	$104K	Buy	+328	New	+$98.6K	0.26%	81

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

FLP Wealth Management's V Position: Q1 2025 in Review

FLP Wealth Management sold out of Visa (V) in Q1 2025, closing a stake of 328 shares — an estimated $104K sold.

FLP Wealth Management first reported a position in V in Q4 2024 and held it in 1 quarter. The position peaked at $104K in Q4 2024. 4,279 funds tracked by Wall St. Rank hold V as of Q1 2025.

FLP Wealth Management reported no remaining Visa position as of Q1 2025 after selling out during the quarter.
FLP Wealth Management sold 328 Visa shares in Q1 2025, an estimated $104K.
FLP Wealth Management first reported a position in Visa in Q4 2024 and held it in 1 quarter.
FLP Wealth Management's Visa position peaked at $104K in Q4 2024.
4,279 funds tracked by Wall St. Rank held Visa as of Q1 2025.

Based on FLP Wealth Management's 13F filing for Q1 2025, filed 15 Jul 2025.