Traverso Chambers Private Wealth Management’s Visa V Stock Holding History

Traverso Chambers Private 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
2023 Q4	$852K	Sell	3,272 -22	-0.7%	-$5.42K	0.21%	61
2023 Q3	$758K	Buy	3,294 +31	+1%	+$7.45K	0.2%	58
2023 Q2	$775K	Hold	3,263	–	–	0.2%	57
2023 Q1	$736K	Buy	3,263 +75	+2%	+$16.7K	0.2%	57
2022 Q4	$662K	Sell	3,188 -54	-2%	-$10.9K	0.19%	59
2022 Q3	$576K	Buy	3,242 +4	+0.1%	+$814	0.18%	62
2022 Q2	$638K	Sell	3,238 -243	-7%	-$50.2K	0.21%	58
2022 Q1	$772K	Buy	3,481 +422	+14%	+$91.3K	0.23%	55
2021 Q4	$663K	Hold	3,059	–	–	0.2%	61
2021 Q3	$681K	Hold	3,059	–	–	0.21%	58
2021 Q2	$715K	Sell	3,059 -216	-7%	-$49.4K	0.23%	55
2021 Q1	$693K	Hold	3,275	–	–	0.23%	54
2020 Q4	$716K	Sell	3,275 -138	-4%	-$28.2K	0.26%	52
2020 Q3	$682K	Hold	3,413	–	–	0.26%	47
2020 Q2	$659K	Hold	3,413	–	–	0.28%	48
2020 Q1	$550K	Hold	3,413	–	–	0.26%	52
2019 Q4	$641K	Hold	3,413	–	–	0.27%	51
2019 Q3	$587K	Hold	3,413	–	–	0.28%	49
2019 Q2	$598K	Hold	3,413	–	–	0.29%	48
2019 Q1	$533K	Buy	3,413 +489	+17%	+$70.5K	0.26%	51
2018 Q4	$386K	Buy	+2,924	New	+$404K	0.21%	59

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Traverso Chambers Private Wealth Management's V Position: Q4 2023 in Review

Traverso Chambers Private Wealth Management reduced its Visa (V) stake by 0.67% in Q4 2023, selling an estimated $5.42K and leaving 3,272 shares worth $852K. The position accounts for 0.21% of the portfolio, ranked #61.

Traverso Chambers Private Wealth Management first reported a position in V in Q4 2018 and has held it in 21 quarters since. 3,771 funds tracked by Wall St. Rank hold V as of Q4 2023.

Traverso Chambers Private Wealth Management held 3,272 shares of Visa worth $852K as of Q4 2023.
Traverso Chambers Private Wealth Management sold 22 Visa shares in Q4 2023, an estimated $5.42K.
Visa made up 0.21% of Traverso Chambers Private Wealth Management's portfolio in Q4 2023, its #61 holding.
Traverso Chambers Private Wealth Management first reported a position in Visa in Q4 2018 and has held it in 21 quarters since.
3,771 funds tracked by Wall St. Rank held Visa as of Q4 2023.

Based on Traverso Chambers Private Wealth Management's 13F filing for Q4 2023, filed 9 Jan 2024.