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Wolf Group Capital Advisors

SEC CIK
0001579111
Latest filing
Apr 18, 2025

V holding history

Visa Inc. in every 13F filed by Wolf Group Capital Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

V overviewAll 13F holders of VFull Q1 2025 holdings

Shares (Q1 2025)
14,345
Value
$5.03M
% of portfolio
1.7%
Quarters held
17
Since Q1 2021
Holdings of V by Wolf Group Capital Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 202514,345$5.03M1.7%−3,005−17.3%ReducedHolders
Q4 202417,350$4.12M2.0%00.0%UnchangedHolders
Q3 202417,350$4.12M2.0%+60.0%AddedHolders
Q2 202417,344$4.55M1.8%−60.0%ReducedHolders
Q1 202417,350$4.12M2.0%00.0%UnchangedHolders
Q4 202317,350$4.12M2.0%+659+3.9%AddedHolders
Q3 202316,691$3.84M1.8%−526−3.1%ReducedHolders
Q2 202317,217$3.90M1.9%−728−4.1%ReducedHolders
Q1 202317,945$4.05M2.0%−2,145−10.7%ReducedHolders
Q4 202220,090$4.17M2.0%+1,456+7.8%AddedHolders
Q3 202218,634$3.31M1.8%−22−0.1%ReducedHolders
Q2 202218,656$3.67M1.9%−3,020−13.9%ReducedHolders
Q1 202221,676$4.81M2.5%−45,288−67.6%ReducedHolders
Q4 202166,964$14.5M2.4%+45,144+206.9%AddedHolders
Q3 202121,820$4.86M2.6%−211−1.0%ReducedHolders
Q2 202122,031$5.15M2.8%+532+2.5%AddedHolders
Q1 202121,499$4.55M2.6%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.