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Maxwell Wealth Strategies’s Visa V Stock Holding History

Maxwell Wealth Strategies’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 		$4.54M Buy
14,363
+1
+0% +$301 1.85% 14
2024
Q3 		$4.21M Buy
14,362
+1,528
+12% +$413K 1.79% 15
2024
Q2 		$3.37M Buy
12,834
+114
+0.9% +$31.2K 1.65% 16
2024
Q1 		$3.45M Buy
12,720
+8,444
+197% +$2.33M 1.75% 15
2023
Q4 		$1.11M Buy
+4,276
New +$1.05M 0.73% 43

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

Maxwell Wealth Strategies's V Position: Q4 2024 in Review

Maxwell Wealth Strategies increased its Visa (V) stake by 0.01% in Q4 2024, buying an estimated $301 and bringing the position to 14,363 shares worth $4.54M. The position accounts for 1.85% of the portfolio, ranked #14.

Maxwell Wealth Strategies first reported a position in V in Q4 2023 and has held it in 5 quarters since. 4,278 funds tracked by Wall St. Rank hold V as of Q4 2024.

  • Maxwell Wealth Strategies held 14,363 shares of Visa worth $4.54M as of Q4 2024.
  • Maxwell Wealth Strategies bought 1 Visa share in Q4 2024, an estimated $301.
  • Visa made up 1.85% of Maxwell Wealth Strategies's portfolio in Q4 2024, its #14 holding.
  • Maxwell Wealth Strategies first reported a position in Visa in Q4 2023 and has held it in 5 quarters since.
  • 4,278 funds tracked by Wall St. Rank held Visa as of Q4 2024.

Based on Maxwell Wealth Strategies's 13F filing for Q4 2024, filed 13 Feb 2025.