Windsor Advisory Group’s Visa V Stock Holding History

Windsor Advisory Group’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	–	Sell	-2,561	Closed	-$704K	–	102
2024 Q3	$704K	Buy	+2,561	New	+$692K	0.79%	30

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Windsor Advisory Group's V Position: Q4 2024 in Review

Windsor Advisory Group sold out of Visa (V) in Q4 2024, closing a stake of 2,561 shares — an estimated $704K sold.

Windsor Advisory Group first reported a position in V in Q3 2024 and held it in 1 quarter. The position peaked at $704K in Q3 2024. 4,278 funds tracked by Wall St. Rank hold V as of Q4 2024.

Windsor Advisory Group reported no remaining Visa position as of Q4 2024 after selling out during the quarter.
Windsor Advisory Group sold 2,561 Visa shares in Q4 2024, an estimated $704K.
Windsor Advisory Group first reported a position in Visa in Q3 2024 and held it in 1 quarter.
Windsor Advisory Group's Visa position peaked at $704K in Q3 2024.
4,278 funds tracked by Wall St. Rank held Visa as of Q4 2024.

Based on Windsor Advisory Group's 13F filing for Q4 2024, filed 14 Feb 2025.