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Grant/GrossMendelsohn, LLC

SEC CIK
0001810677
Latest filing
May 1, 2025

V holding history

Visa Inc. in every 13F filed by Grant/GrossMendelsohn, LLC, 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)
2,384
Value
$804.6K
% of portfolio
0.4%
Quarters held
16
Since Q1 2021
Holdings of V by Grant/GrossMendelsohn, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20252,384$804.6K0.4%+21+0.9%AddedHolders
Q4 20242,363$746.8K0.4%−39−1.6%ReducedHolders
Q3 20242,402$660.4K0.3%+12+0.5%AddedHolders
Q2 20242,390$627.3K0.3%−931−28.0%ReducedHolders
Q1 20243,321$919.0K0.4%−4−0.1%ReducedHolders
Q4 20233,325$890.9K0.4%−201−5.7%ReducedHolders
Q3 20233,526$811.0K0.4%00.0%UnchangedHolders
Q2 20233,526$848.2K0.3%+3,526NewHolders
Q1 20230$00.0%−3,561−100.0%Sold outHolders
Q4 20223,561$775.4K0.4%00.0%UnchangedHolders
Q3 20223,561$692.0K0.4%−7−0.2%ReducedHolders
Q2 20223,568$730.0K0.4%−5−0.1%ReducedHolders
Q1 20223,573$770.0K0.4%+1,601+81.2%AddedHolders
Q4 20211,972$422.0K0.3%+50+2.6%AddedHolders
Q3 20211,922$449.0K0.4%+185+10.7%AddedHolders
Q2 20211,737$430.0K0.4%−1−0.1%ReducedHolders
Q1 20211,738$405.0K0.3%––Holders

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