Ownership history in Brick & Kyle, Associates Β· 43 quarters on record
This page tracks every 13F SEC filing in which Brick & Kyle, Associates 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 β sourced directly from SEC EDGAR 13F filings.
π Brick & Kyle, Associates outperformed the S&P 500 by +3.9% annually on this V position. Timing score: 45% (19/42 decisions correct). Average cost basis: $85.93. Maximum drawdown during holding period: β23.4%.
β
Outperformed SPY on this position by 3.9% ann.
42 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
19 of 42 add/trim decisions correct
Best entry: $60.54 (2015 Q1) Β· Worst: $353.00 (2025 Q2)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
19 adds Β· 24 trims. Bought during 7 of 14 down-price quarters. π Predominantly trimming β distribution phase.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 2.24% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size