RE Dickinson Investment Advisors’s Visa V Stock Holding History

RE Dickinson Investment Advisors’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	$18K	Hold	57	–	–	0.01%	140
2024 Q3	$15.7K	Hold	57	–	–	0.01%	145
2024 Q2	$15K	Hold	57	–	–	0.01%	143
2024 Q1	$16K	Sell	57 -300	-84%	-$82.8K	0.01%	138
2023 Q4	$93K	Hold	357	–	–	0.06%	60
2023 Q3	$82K	Buy	357 +112	+46%	+$26.9K	0.06%	62
2023 Q2	$58K	Hold	245	–	–	0.02%	144
2023 Q1	$55K	Buy	245 +38	+18%	+$8.46K	0.02%	155
2022 Q4	$43K	Hold	207	–	–	0.02%	154
2022 Q3	$37K	Sell	207 -78	-27%	-$15.9K	0.03%	84
2022 Q2	$56K	Hold	285	–	–	0.01%	72
2022 Q1	$63K	Hold	285	–	–	0.04%	79
2021 Q4	$62K	Buy	+285	New	+$61.2K	0.05%	75

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 $3.38T AUM 44.17% 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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

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

RE Dickinson Investment Advisors's V Position: Q4 2024 in Review

RE Dickinson Investment Advisors held its Visa (V) position steady in Q4 2024 at 57 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #140.

RE Dickinson Investment Advisors first reported a position in V in Q4 2021 and has held it in 13 quarters since. The position peaked at $93K in Q4 2023. 4,289 funds tracked by Wall St. Rank hold V as of Q4 2024.

RE Dickinson Investment Advisors held 57 shares of Visa worth $18K as of Q4 2024.
RE Dickinson Investment Advisors left its Visa share count unchanged in Q4 2024.
Visa made up 0.01% of RE Dickinson Investment Advisors's portfolio in Q4 2024, its #140 holding.
RE Dickinson Investment Advisors first reported a position in Visa in Q4 2021 and has held it in 13 quarters since.
RE Dickinson Investment Advisors's Visa position peaked at $93K in Q4 2023.
4,289 funds tracked by Wall St. Rank held Visa as of Q4 2024.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.