JF
V icon

Joule Financial’s Visa V Stock Holding History

Joule Financial’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
2026
Q1 		– Sell
-583
Closed -$204K – 119
2025
Q4 		$204K Sell
583
-22
-4% -$7.5K 0.06% 108
2025
Q3 		$207K Sell
605
-168
-22% -$58.1K 0.06% 111
2025
Q2 		$274K Sell
773
-26
-3% -$9.06K 0.09% 92
2025
Q1 		$280K Sell
799
-10
-1% -$3.38K 0.1% 82
2024
Q4 		$256K Sell
809
-62
-7% -$18.6K 0.09% 89
2024
Q3 		$239K Sell
871
-47
-5% -$12.7K 0.09% 97
2024
Q2 		$241K Sell
918
-55
-6% -$15.1K 0.1% 89
2024
Q1 		$272K Buy
973
+27
+3% +$7.45K 0.11% 85
2023
Q4 		$246K Hold
946
– – 0.11% 91
2023
Q3 		$218K Sell
946
-48
-5% -$11.5K 0.11% 92
2023
Q2 		$236K Sell
994
-39
-4% -$8.93K 0.12% 90
2023
Q1 		$233K Hold
1,033
– – 0.13% 91
2022
Q4 		$215K Buy
+1,033
New +$208K 0.14% 89

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Fidelity Investments
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
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VPM
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TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return