Monumental Financial Group’s Visa V Stock Holding History

Monumental Financial 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	$1.18M	Sell	4,303 -549	-11%	-$148K	0.44%	21
2024 Q2	$1.27M	Sell	4,852 -484	-9%	-$133K	0.56%	21
2024 Q1	$1.49M	Sell	5,336 -167	-3%	-$46.1K	0.79%	19
2023 Q4	$1.43M	Sell	5,503 -112	-2%	-$27.6K	0.85%	19
2023 Q3	$1.29M	Buy	5,615 +198	+4%	+$47.6K	0.86%	21
2023 Q2	$1.29M	Sell	5,417 -195	-3%	-$44.6K	0.87%	21
2023 Q1	$1.26M	Buy	5,612 +284	+5%	+$63.2K	0.91%	21
2022 Q4	$1.11M	Buy	+5,328	New	+$1.07M	0.89%	25
2022 Q2	–	Sell	-160	Closed	-$35K	–	63
2022 Q1	$35K	Buy	+160	New	+$34.6K	0.03%	35
2021 Q3	–	Sell	-41	Closed	-$10K	–	88
2021 Q2	$10K	Sell	41 -2,982	-99%	-$682K	0.01%	81
2021 Q1	$640K	Buy	+3,023	New	+$636K	0.61%	31

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

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Monumental Financial Group's V Position: Q3 2024 in Review

Monumental Financial Group reduced its Visa (V) stake by 11% in Q3 2024, selling an estimated $148K and leaving 4,303 shares worth $1.18M. The position accounts for 0.44% of the portfolio, ranked #21.

Monumental Financial Group first reported a position in V in Q1 2021 and has held it in 11 quarters since. The position peaked at $1.49M in Q1 2024. 3,873 funds tracked by Wall St. Rank hold V as of Q3 2024.

Monumental Financial Group held 4,303 shares of Visa worth $1.18M as of Q3 2024.
Monumental Financial Group sold 549 Visa shares in Q3 2024, an estimated $148K.
Visa made up 0.44% of Monumental Financial Group's portfolio in Q3 2024, its #21 holding.
Monumental Financial Group first reported a position in Visa in Q1 2021 and has held it in 11 quarters since.
Monumental Financial Group's Visa position peaked at $1.49M in Q1 2024.
3,873 funds tracked by Wall St. Rank held Visa as of Q3 2024.

Based on Monumental Financial Group's 13F filing for Q3 2024, filed 21 Oct 2024.