West Coast Financial’s Visa V Stock Holding History

West Coast Financial’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 Q2	–	Sell	-33,579	Closed	-$11.8M	–	141
2025 Q1	$11.8M	Sell	33,579 -487	-1%	-$165K	1.34%	15
2024 Q4	$10.8M	Buy	34,066 +434	+1%	+$131K	1.19%	23
2024 Q3	$9.25M	Buy	33,632 +297	+0.9%	+$80.3K	1.02%	31
2024 Q2	$8.75M	Buy	33,335 +335	+1%	+$91.8K	1.04%	28
2024 Q1	$9.21M	Buy	33,000 +532	+2%	+$147K	1.12%	27
2023 Q4	$8.45M	Buy	32,468 +26,854	+478%	+$6.62M	1.11%	29
2023 Q3	$1.29M	Sell	5,614 -715	-11%	-$172K	0.19%	75
2023 Q2	$1.5M	Sell	6,329 -428	-6%	-$98K	0.21%	74
2023 Q1	$1.52M	Sell	6,757 -53	-0.8%	-$11.8K	0.23%	71
2022 Q4	$1.41M	Buy	6,810 +2	+0%	+$403	0.24%	68
2022 Q3	$1.21M	Buy	6,808 +46	+0.7%	+$9.36K	0.22%	67
2022 Q2	$1.33M	Buy	6,762 +160	+2%	+$33.1K	0.24%	64
2022 Q1	$1.46M	Buy	6,602 +59	+0.9%	+$12.8K	0.22%	63
2021 Q4	$1.42M	Sell	6,543 -231	-3%	-$49.6K	0.2%	65
2021 Q3	$1.51M	Buy	6,774 +144	+2%	+$33.8K	0.24%	65
2021 Q2	$1.55M	Hold	6,630	–	–	0.25%	64
2021 Q1	$1.4M	Buy	6,630 +135	+2%	+$28.4K	0.24%	63
2020 Q4	$1.42M	Hold	6,495	–	–	0.27%	58
2020 Q3	$1.3M	Sell	6,495 -1,116	-15%	-$223K	0.29%	57
2020 Q2	$1.47M	Sell	7,611 -68	-0.9%	-$12.4K	0.36%	53
2020 Q1	$1.24M	Buy	7,679 +536	+8%	+$101K	0.33%	50
2019 Q4	$1.34M	Hold	7,143	–	–	0.29%	48
2019 Q3	$1.23M	Sell	7,143 -95	-1%	-$16.9K	0.28%	52
2019 Q2	$1.26M	Hold	7,238	–	–	0.29%	55
2019 Q1	$1.13M	Buy	7,238 +165	+2%	+$23.8K	0.27%	62
2018 Q4	$933K	Sell	7,073 -2,841	-29%	-$392K	0.26%	65
2018 Q3	$1.49M	Buy	9,914 +4,442	+81%	+$632K	0.34%	60
2018 Q2	$725K	Hold	5,472	–	–	0.2%	69
2018 Q1	$655K	Hold	5,472	–	–	0.19%	69
2017 Q4	$624K	Sell	5,472 -541	-9%	-$59.7K	0.18%	72
2017 Q3	$633K	Buy	6,013 +541	+10%	+$54.9K	0.17%	90
2017 Q2	$513K	Hold	5,472	–	–	0.16%	80
2017 Q1	$486K	Hold	5,472	–	–	0.15%	88
2016 Q4	$427K	Sell	5,472 -800	-13%	-$64.3K	0.14%	93
2016 Q3	$519K	Buy	6,272 +168	+3%	+$13.4K	0.17%	89
2016 Q2	$453K	Hold	6,104	–	–	0.16%	77
2016 Q1	$467K	Buy	6,104 +1,300	+27%	+$94.5K	0.19%	66
2015 Q4	$373K	Hold	4,804	–	–	0.16%	75
2015 Q3	$335K	Hold	4,804	–	–	0.15%	75
2015 Q2	$323K	Buy	4,804 +100	+2%	+$6.78K	0.14%	76
2015 Q1	$308K	Buy	4,704 +400	+9%	+$26.4K	0.14%	78
2014 Q4	$282K	Hold	4,304	–	–	0.15%	77
2014 Q3	$230K	Hold	4,304	–	–	0.13%	78
2014 Q2	$227K	Hold	4,304	–	–	0.12%	83
2014 Q1	$232K	Hold	4,304	–	–	0.12%	89
2013 Q4	$240K	Hold	4,304	–	–	0.12%	86
2013 Q3	$206K	Buy	+4,304	New	+$199K	0.11%	86

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

West Coast Financial's V Position: Q2 2025 in Review

West Coast Financial sold out of Visa (V) in Q2 2025, closing a stake of 33,579 shares — an estimated $11.8M sold.

West Coast Financial first reported a position in V in Q3 2013 and held it in 47 quarters. The position peaked at $11.8M in Q1 2025. 4,342 funds tracked by Wall St. Rank hold V as of Q2 2025.

West Coast Financial reported no remaining Visa position as of Q2 2025 after selling out during the quarter.
West Coast Financial sold 33,579 Visa shares in Q2 2025, an estimated $11.8M.
West Coast Financial first reported a position in Visa in Q3 2013 and held it in 47 quarters.
West Coast Financial's Visa position peaked at $11.8M in Q1 2025.
4,342 funds tracked by Wall St. Rank held Visa as of Q2 2025.

Based on West Coast Financial's 13F filing for Q2 2025.