Hollow Brook Wealth Management’s Visa V Stock Holding History

Hollow Brook 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	–	Sell	-766	Closed	-$211K	–	94
2024 Q3	$211K	Sell	766 -85	-10%	-$23K	0.06%	88
2024 Q2	$223K	Sell	851 -495	-37%	-$136K	0.08%	76
2024 Q1	$376K	Hold	1,346	–	–	0.14%	64
2023 Q4	$350K	Hold	1,346	–	–	0.14%	66
2023 Q3	$310K	Hold	1,346	–	–	0.13%	69
2023 Q2	$320K	Buy	1,346 +58	+5%	+$13.3K	0.14%	69
2023 Q1	$290K	Buy	1,288 +5	+0.4%	+$1.11K	0.14%	71
2022 Q4	$267K	Sell	1,283 -1,000	-44%	-$202K	0.13%	72
2022 Q3	$406K	Buy	2,283 +1,000	+78%	+$203K	0.23%	54
2022 Q2	$253K	Buy	1,283 +200	+18%	+$41.3K	0.14%	62
2022 Q1	$240K	Sell	1,083 -200	-16%	-$43.3K	0.11%	68
2021 Q4	$278K	Buy	+1,283	New	+$275K	0.14%	64

Other funds holding V

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Hollow Brook Wealth Management's V Position: Q4 2024 in Review

Hollow Brook Wealth Management sold out of Visa (V) in Q4 2024, closing a stake of 766 shares — an estimated $211K sold.

Hollow Brook Wealth Management first reported a position in V in Q4 2021 and held it in 12 quarters. The position peaked at $406K in Q3 2022. 4,287 funds tracked by Wall St. Rank hold V as of Q4 2024.

Hollow Brook Wealth Management reported no remaining Visa position as of Q4 2024 after selling out during the quarter.
Hollow Brook Wealth Management sold 766 Visa shares in Q4 2024, an estimated $211K.
Hollow Brook Wealth Management first reported a position in Visa in Q4 2021 and held it in 12 quarters.
Hollow Brook Wealth Management's Visa position peaked at $406K in Q3 2022.
4,287 funds tracked by Wall St. Rank held Visa as of Q4 2024.

Based on Hollow Brook Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.