KIG
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Kowal Investment Group’s Visa V Stock Holding History

Kowal Investment Group’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
Q3 		$1.47M Sell
5,332
-99
-2% -$26.8K 0.27% 57
2024
Q2 		$1.43M Buy
5,431
+109
+2% +$29.9K 0.28% 55
2024
Q1 		$1.49M Sell
5,322
-120
-2% -$33.1K 0.32% 49
2023
Q4 		$1.42M Buy
5,442
+116
+2% +$28.6K 0.33% 41
2023
Q3 		$1.23M Buy
5,326
+88
+2% +$21.2K 0.33% 42
2023
Q2 		$1.24M Sell
5,238
-198
-4% -$45.3K 0.33% 42
2023
Q1 		$1.23M Buy
5,436
+358
+7% +$79.7K 0.35% 42
2022
Q4 		$1.05M Sell
5,078
-312
-6% -$62.9K 0.31% 41
2022
Q3 		$957K Buy
5,390
+460
+9% +$93.6K 0.32% 39
2022
Q2 		$971K Buy
4,930
+1,632
+49% +$337K 0.32% 33
2022
Q1 		$731K Sell
3,298
-170
-5% -$36.8K 0.22% 48
2021
Q4 		$751K Buy
3,468
+181
+6% +$38.9K 0.22% 39
2021
Q3 		$732K Buy
3,287
+252
+8% +$59.1K 0.23% 36
2021
Q2 		$710K Buy
3,035
+564
+23% +$129K 0.26% 37
2021
Q1 		$523K Sell
2,471
-124
-5% -$26.1K 0.21% 45
2020
Q4 		$542K Buy
+2,595
New +$531K 0.25% 42

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Kowal Investment Group's V Position: Q3 2024 in Review

Kowal Investment Group reduced its Visa (V) stake by 1.8% in Q3 2024, selling an estimated $26.8K and leaving 5,332 shares worth $1.47M. The position accounts for 0.27% of the portfolio, ranked #57.

Kowal Investment Group first reported a position in V in Q4 2020 and has held it in 16 quarters since. The position peaked at $1.49M in Q1 2024. 3,865 funds tracked by Wall St. Rank hold V as of Q3 2024.

  • Kowal Investment Group held 5,332 shares of Visa worth $1.47M as of Q3 2024.
  • Kowal Investment Group sold 99 Visa shares in Q3 2024, an estimated $26.8K.
  • Visa made up 0.27% of Kowal Investment Group's portfolio in Q3 2024, its #57 holding.
  • Kowal Investment Group first reported a position in Visa in Q4 2020 and has held it in 16 quarters since.
  • Kowal Investment Group's Visa position peaked at $1.49M in Q1 2024.
  • 3,865 funds tracked by Wall St. Rank held Visa as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.