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Peninsula Wealth’s Visa V Stock Holding History

Peninsula Wealth’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 		$2.29M Buy
7,239
+83
+1% +$25K 0.39% 28
2024
Q3 		$2.06M Buy
7,156
+69
+1% +$18.7K 0.36% 30
2024
Q2 		$1.88M Sell
7,087
-149
-2% -$40.8K 0.35% 31
2024
Q1 		$2.02M Sell
7,236
-66
-0.9% -$18.2K 0.4% 28
2023
Q4 		$1.9M Sell
7,302
-42
-0.6% -$10.4K 0.39% 27
2023
Q3 		$1.7M Sell
7,344
-1,345
-15% -$323K 0.4% 24
2023
Q2 		$2.06M Buy
8,689
+126
+1% +$28.8K 0.54% 23
2023
Q1 		$1.93M Sell
8,563
-332
-4% -$73.9K 0.56% 23
2022
Q4 		$1.85M Buy
8,895
+277
+3% +$55.9K 0.58% 22
2022
Q3 		$1.53M Sell
8,618
-235
-3% -$47.8K 0.54% 23
2022
Q2 		$1.74M Sell
8,853
-187
-2% -$38.6K 0.59% 20
2022
Q1 		$2M Sell
9,040
-457
-5% -$98.8K 0.57% 20
2021
Q4 		$2.06M Buy
+9,497
New +$2.04M 0.55% 20
2020
Q4 		– Sell
-7,949
Closed -$1.59M – 50
2020
Q3 		$1.59M Buy
7,949
+1
+0% +$200 0.68% 18
2020
Q2 		$1.53M Sell
7,948
-7,102
-47% -$1.3M 0.72% 17
2020
Q1 		$2.42M Buy
15,050
+251
+2% +$47.3K 1.36% 13
2019
Q4 		$2.78M Buy
14,799
+7,179
+94% +$1.29M 1.29% 10
2019
Q3 		$1.31M Buy
7,620
+12
+0.2% +$2.14K 0.66% 12
2019
Q2 		$1.32M Buy
7,608
+61
+0.8% +$9.99K 0.68% 12
2019
Q1 		$1.18M Buy
7,547
+1
+0% +$144 0.65% 12
2018
Q4 		$995K Hold
7,546
– – 0.62% 13
2018
Q3 		$1.13M Buy
7,546
+1
+0% +$142 0.61% 13
2018
Q2 		$999K Buy
7,545
+1
+0% +$129 0.59% 13
2018
Q1 		$902K Buy
+7,544
New +$914K 0.54% 13

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

Peninsula Wealth's V Position: Q4 2024 in Review

Peninsula Wealth increased its Visa (V) stake by 1.2% in Q4 2024, buying an estimated $25K and bringing the position to 7,239 shares worth $2.29M. The position accounts for 0.39% of the portfolio, ranked #28.

Peninsula Wealth first reported a position in V in Q1 2018 and has held it in 24 quarters since. The position peaked at $2.78M in Q4 2019. 4,278 funds tracked by Wall St. Rank hold V as of Q4 2024.

  • Peninsula Wealth held 7,239 shares of Visa worth $2.29M as of Q4 2024.
  • Peninsula Wealth bought 83 Visa shares in Q4 2024, an estimated $25K.
  • Visa made up 0.39% of Peninsula Wealth's portfolio in Q4 2024, its #28 holding.
  • Peninsula Wealth first reported a position in Visa in Q1 2018 and has held it in 24 quarters since.
  • Peninsula Wealth's Visa position peaked at $2.78M in Q4 2019.
  • 4,278 funds tracked by Wall St. Rank held Visa as of Q4 2024.

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