Smith & Howard Wealth Management’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-1,226
| Closed | -$435K | – | 98 |
|
|
2025
Q2 | $435K | Sell |
1,226
-307
| -20% | -$107K | 0.11% | 51 |
|
|
2025
Q1 | $537K | Hold |
1,533
| – | – | 0.15% | 45 |
|
|
2024
Q4 | $484K | Hold |
1,533
| – | – | 0.14% | 49 |
|
|
2024
Q3 | $421K | Hold |
1,533
| – | – | 0.12% | 57 |
|
|
2024
Q2 | $402K | Buy |
1,533
+100
| +7% | +$27.4K | 0.12% | 56 |
|
|
2024
Q1 | $400K | Hold |
1,433
| – | – | 0.12% | 55 |
|
|
2023
Q4 | $373K | Hold |
1,433
| – | – | 0.13% | 51 |
|
|
2023
Q3 | $330K | Hold |
1,433
| – | – | 0.12% | 56 |
|
|
2023
Q2 | $340K | Sell |
1,433
-19
| -1% | -$4.35K | 0.12% | 52 |
|
|
2023
Q1 | $327K | Hold |
1,452
| – | – | 0.11% | 51 |
|
|
2022
Q4 | $302K | Sell |
1,452
-1,372
| -49% | -$277K | 0.12% | 52 |
|
|
2022
Q3 | $502K | Buy |
2,824
+170
| +6% | +$34.6K | 0.21% | 43 |
|
|
2022
Q2 | $523K | Sell |
2,654
-2
| -0.1% | -$413 | 0.22% | 44 |
|
|
2022
Q1 | $589K | Sell |
2,656
-167
| -6% | -$36.1K | 0.25% | 39 |
|
|
2021
Q4 | $612K | Sell |
2,823
-128
| -4% | -$27.5K | 0.28% | 40 |
|
|
2021
Q3 | $657K | Sell |
2,951
-164
| -5% | -$38.5K | 0.31% | 34 |
|
|
2021
Q2 | $728K | Sell |
3,115
-176
| -5% | -$40.2K | 0.35% | 33 |
|
|
2021
Q1 | $697K | Sell |
3,291
-75
| -2% | -$15.8K | 0.35% | 33 |
|
|
2020
Q4 | $736K | Sell |
3,366
-25
| -0.7% | -$5.12K | 0.39% | 30 |
|
|
2020
Q3 | $678K | Hold |
3,391
| – | – | 0.4% | 32 |
|
|
2020
Q2 | $655K | Sell |
3,391
-336
| -9% | -$61.4K | 0.41% | 36 |
|
|
2020
Q1 | $600K | Sell |
3,727
-48
| -1% | -$9.04K | 0.38% | 37 |
|
|
2019
Q4 | $709K | Buy |
3,775
+484
| +15% | +$87.2K | 0.24% | 43 |
|
|
2019
Q3 | $566K | Buy |
3,291
+540
| +20% | +$96.2K | 0.23% | 42 |
|
|
2019
Q2 | $477K | Sell |
2,751
-255
| -8% | -$41.8K | 0.2% | 36 |
|
|
2019
Q1 | $470K | Hold |
3,006
| – | – | 0.23% | 32 |
|
|
2018
Q4 | $397K | Buy |
+3,006
| New | +$415K | 0.22% | 34 |
|
|
2016
Q2 | – | Sell |
-3,600
| Closed | -$275K | – | 61 |
|
|
2016
Q1 | $275K | Hold |
3,600
| – | – | 0.11% | 50 |
|
|
2015
Q4 | $279K | Sell |
3,600
-400
| -10% | -$31K | 0.14% | 48 |
|
|
2015
Q3 | $279K | Hold |
4,000
| – | – | 0.13% | 36 |
|
|
2015
Q2 | $269K | Hold |
4,000
| – | – | 0.12% | 55 |
|
|
2015
Q1 | $262K | Buy |
+4,000
| New | +$264K | 0.11% | 57 |
|
|
2014
Q1 | – | Sell |
-400
| Closed | -$22K | – | 205 |
|
|
2013
Q4 | $22K | Hold |
400
| – | – | 0.01% | 160 |
|
|
2013
Q3 | $19K | Sell |
400
-2,220
| -85% | -$103K | 0.01% | 164 |
|
|
2013
Q2 | $120K | Buy |
+2,620
| New | +$115K | 0.08% | 47 |
|
Other funds holding V
Smith & Howard Wealth Management's V Position: Q3 2025 in Review
Smith & Howard Wealth Management sold out of Visa (V) in Q3 2025, closing a stake of 1,226 shares — an estimated $435K sold.
Smith & Howard Wealth Management first reported a position in V in Q2 2013 and held it in 35 quarters. The position peaked at $736K in Q4 2020. 4,308 funds tracked by Wall St. Rank hold V as of Q3 2025.
- Smith & Howard Wealth Management reported no remaining Visa position as of Q3 2025 after selling out during the quarter.
- Smith & Howard Wealth Management sold 1,226 Visa shares in Q3 2025, an estimated $435K.
- Smith & Howard Wealth Management first reported a position in Visa in Q2 2013 and held it in 35 quarters.
- Smith & Howard Wealth Management's Visa position peaked at $736K in Q4 2020.
- 4,308 funds tracked by Wall St. Rank held Visa as of Q3 2025.
Based on Smith & Howard Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.