WR Wealth Planners’s Visa V Stock Holding History

WR Wealth Planners’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	$1.28M	Sell	4,037 -1,092	-21%	-$328K	0.41%	37
2024 Q3	$1.41M	Buy	5,129 +53	+1%	+$14.3K	0.39%	44
2024 Q2	$1.33M	Sell	5,076 -46	-0.9%	-$12.6K	0.41%	41
2024 Q1	$1.43M	Buy	5,122 +189	+4%	+$52.2K	0.44%	38
2023 Q4	$1.28M	Buy	4,933 +820	+20%	+$202K	0.48%	43
2023 Q3	$946K	Buy	4,113 +206	+5%	+$49.5K	0.36%	47
2023 Q2	$928K	Buy	3,907 +307	+9%	+$70.3K	0.36%	48
2023 Q1	$812K	Buy	3,600 +1,166	+48%	+$260K	0.35%	47
2022 Q4	$506K	Buy	2,434 +336	+16%	+$67.8K	0.31%	49
2022 Q3	$373K	Buy	2,098 +461	+28%	+$93.8K	0.26%	64
2022 Q2	$322K	Buy	1,637 +39	+2%	+$8.06K	0.21%	78
2022 Q1	$354K	Buy	+1,598	New	+$346K	0.21%	82

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

WR Wealth Planners's V Position: Q4 2024 in Review

WR Wealth Planners reduced its Visa (V) stake by 21% in Q4 2024, selling an estimated $328K and leaving 4,037 shares worth $1.28M. The position accounts for 0.41% of the portfolio, ranked #37.

WR Wealth Planners first reported a position in V in Q1 2022 and has held it in 12 quarters since. The position peaked at $1.43M in Q1 2024. 4,279 funds tracked by Wall St. Rank hold V as of Q4 2024.

WR Wealth Planners held 4,037 shares of Visa worth $1.28M as of Q4 2024.
WR Wealth Planners sold 1,092 Visa shares in Q4 2024, an estimated $328K.
Visa made up 0.41% of WR Wealth Planners's portfolio in Q4 2024, its #37 holding.
WR Wealth Planners first reported a position in Visa in Q1 2022 and has held it in 12 quarters since.
WR Wealth Planners's Visa position peaked at $1.43M in Q1 2024.
4,279 funds tracked by Wall St. Rank held Visa as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.