Householder Group Estate & Retirement Specialist’s Visa V Stock Holding History

Householder Group Estate & Retirement Specialist’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	$598K	Sell	1,895 -3,504	-65%	-$1.05M	0.45%	37
2024 Q3	$1.48M	Sell	5,399 -1,004	-16%	-$271K	0.43%	46
2024 Q2	$1.68M	Buy	6,403 +1,003	+19%	+$275K	0.47%	43
2024 Q1	$1.51M	Buy	5,400 +1,304	+32%	+$360K	0.45%	42
2023 Q4	$1.07M	Buy	4,096 +647	+19%	+$159K	0.35%	57
2023 Q3	$793K	Buy	+3,449	New	+$829K	0.29%	76
2023 Q1	$598K	Buy	2,652 +24	+0.9%	+$5.34K	0.23%	91
2022 Q4	$546K	Sell	2,628 -476	-15%	-$96K	0.81%	25
2022 Q3	$551K	Buy	3,104 +412	+15%	+$83.8K	0.23%	99
2022 Q2	$530K	Buy	2,692 +59	+2%	+$12.2K	0.24%	102
2022 Q1	$584K	Sell	2,633 -7	-0.3%	-$1.51K	0.24%	107
2021 Q4	$572K	Buy	+2,640	New	+$567K	0.21%	117

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

Householder Group Estate & Retirement Specialist's V Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Visa (V) stake by 65% in Q4 2024, selling an estimated $1.05M and leaving 1,895 shares worth $598K. The position accounts for 0.45% of the portfolio, ranked #37.

Householder Group Estate & Retirement Specialist first reported a position in V in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.68M in Q2 2024. 4,279 funds tracked by Wall St. Rank hold V as of Q4 2024.

Householder Group Estate & Retirement Specialist held 1,895 shares of Visa worth $598K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 3,504 Visa shares in Q4 2024, an estimated $1.05M.
Visa made up 0.45% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #37 holding.
Householder Group Estate & Retirement Specialist first reported a position in Visa in Q4 2021 and has held it in 12 quarters since.
Householder Group Estate & Retirement Specialist's Visa position peaked at $1.68M in Q2 2024.
4,279 funds tracked by Wall St. Rank held Visa as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.