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Geller Advisors’s Visa V Stock Holding History

Geller Advisors’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 		$3.49M Sell
11,044
-43
-0.4% -$12.9K 0.23% 28
2024
Q3 		$3.05M Buy
11,087
+82
+0.7% +$22.2K 0.21% 33
2024
Q2 		$2.89M Sell
11,005
-10
-0.1% -$2.74K 0.21% 31
2024
Q1 		$3.07M Buy
11,015
+289
+3% +$79.8K 0.25% 29
2023
Q4 		$2.79M Buy
10,726
+41
+0.4% +$10.1K 0.27% 24
2023
Q3 		$2.46M Sell
10,685
-139
-1% -$33.4K 0.29% 25
2023
Q2 		$2.57M Buy
10,824
+3,213
+42% +$735K 0.32% 21
2023
Q1 		$1.72M Buy
7,611
+173
+2% +$38.5K 0.25% 19
2022
Q4 		$1.55M Buy
7,438
+2,144
+40% +$432K 0.26% 16
2022
Q3 		$940K Sell
5,294
-2,322
-30% -$473K 0.2% 23
2022
Q2 		$1.5M Sell
7,616
-1,063
-12% -$220K 0.31% 17
2022
Q1 		$1.93M Buy
8,679
+4,072
+88% +$881K 0.36% 15
2021
Q4 		$998K Sell
4,607
-1
-0% -$215 0.19% 30
2021
Q3 		$1.03M Buy
4,608
+74
+2% +$17.4K 0.22% 26
2021
Q2 		$1.06M Buy
4,534
+6
+0.1% +$1.37K 0.23% 21
2021
Q1 		$959K Buy
4,528
+1,096
+32% +$231K 0.23% 19
2020
Q4 		$984K Hold
3,432
– – 0.25% 17
2020
Q3 		$686K Sell
3,432
-6
-0.2% -$1.2K 0.2% 22
2020
Q2 		$664K Buy
3,438
+875
+34% +$160K 0.2% 17
2020
Q1 		$413K Buy
2,563
+515
+25% +$97K 0.12% 29
2019
Q4 		$385K Sell
2,048
-178
-8% -$32.1K 0.12% 27
2019
Q3 		$383K Buy
+2,226
New +$396K 0.14% 33

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

Geller Advisors's V Position: Q4 2024 in Review

Geller Advisors reduced its Visa (V) stake by 0.39% in Q4 2024, selling an estimated $12.9K and leaving 11,044 shares worth $3.49M. The position accounts for 0.23% of the portfolio, ranked #28.

Geller Advisors first reported a position in V in Q3 2019 and has held it in 22 quarters since. 4,278 funds tracked by Wall St. Rank hold V as of Q4 2024.

  • Geller Advisors held 11,044 shares of Visa worth $3.49M as of Q4 2024.
  • Geller Advisors sold 43 Visa shares in Q4 2024, an estimated $12.9K.
  • Visa made up 0.23% of Geller Advisors's portfolio in Q4 2024, its #28 holding.
  • Geller Advisors first reported a position in Visa in Q3 2019 and has held it in 22 quarters since.
  • 4,278 funds tracked by Wall St. Rank held Visa as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.