Oxinas Partners Wealth Management’s Visa V Stock Holding History

Oxinas Partners Wealth Management’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
2025 Q3	–	Sell	-590	Closed	-$209K	–	132
2025 Q2	$209K	Sell	590 -116	-16%	-$40.4K	0.11%	121
2025 Q1	$247K	Buy	+706	New	+$239K	0.15%	105
2022 Q2	–	Sell	-919	Closed	-$204K	–	119
2022 Q1	$204K	Sell	919 -2	-0.2%	-$433	0.13%	111
2021 Q4	$200K	Sell	921 -632	-41%	-$136K	0.11%	141
2021 Q3	$346K	Buy	1,553 +216	+16%	+$50.7K	0.2%	108
2021 Q2	$313K	Buy	1,337 +27	+2%	+$6.17K	0.18%	116
2021 Q1	$277K	Buy	1,310 +82	+7%	+$17.3K	0.18%	110
2020 Q4	$269K	Buy	+1,228	New	+$251K	0.2%	97

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 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

Oxinas Partners Wealth Management's V Position: Q3 2025 in Review

Oxinas Partners Wealth Management sold out of Visa (V) in Q3 2025, closing a stake of 590 shares — an estimated $209K sold.

Oxinas Partners Wealth Management first reported a position in V in Q4 2020 and held it in 8 quarters. The position peaked at $346K in Q3 2021. 4,308 funds tracked by Wall St. Rank hold V as of Q3 2025.

Oxinas Partners Wealth Management reported no remaining Visa position as of Q3 2025 after selling out during the quarter.
Oxinas Partners Wealth Management sold 590 Visa shares in Q3 2025, an estimated $209K.
Oxinas Partners Wealth Management first reported a position in Visa in Q4 2020 and held it in 8 quarters.
Oxinas Partners Wealth Management's Visa position peaked at $346K in Q3 2021.
4,308 funds tracked by Wall St. Rank held Visa as of Q3 2025.

Based on Oxinas Partners Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.