Ownership history in Alaethes Wealth, LLC · 20 quarters on record
This page tracks every 13F SEC filing in which Alaethes Wealth, LLC reported a position in VISA INC (V). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 9,221 | -27 | -0.3% | 0.91% | $3.2M | $349.99 |
| 2025 Q3 | REDUCED | 9,248 | -344 | -3.6% | 0.90% | $3.2M | $340.00 |
| 2025 Q2 | ADDED | 9,592 | +107 | +1.1% | 1.02% | $3.4M | $353.00 |
| 2025 Q1 | ADDED | 9,485 | +172 | +1.8% | 1.22% | $3.3M | $347.86 |
| 2024 Q4 | ADDED | 9,313 | +139 | +1.5% | 1.05% | $2.9M | $313.17 |
| 2024 Q3 | ADDED | 9,174 | +348 | +3.9% | 0.93% | $2.5M | $271.93 |
| 2024 Q2 | ADDED | 8,826 | +156 | +1.8% | 0.96% | $2.3M | $259.07 |
| 2024 Q1 | REDUCED | 8,670 | -173 | -2.0% | 1.06% | $2.4M | $274.96 |
| 2023 Q4 | ADDED | 8,843 | +37 | +0.4% | 1.09% | $2.3M | $256.02 |
| 2023 Q3 | REDUCED | 8,806 | -15 | -0.2% | 1.11% | $2.0M | $225.71 |
As of 2025 Q4 — sorted by position size