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Waypoint Capital Advisors, LLC

SEC CIK
0001905662
Latest filing
Oct 18, 2024

V holding history

Visa Inc. in every 13F filed by Waypoint Capital Advisors, 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 Q3 2024 holdings

Shares (Q3 2024)
6,577
Value
$1.81M
% of portfolio
0.4%
Quarters held
12
Since Q4 2021
Holdings of V by Waypoint Capital Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20246,577$1.81M0.4%+52+0.8%AddedHolders
Q2 20246,525$1.71M0.4%+41+0.6%AddedHolders
Q1 20246,484$1.81M0.5%+136+2.1%AddedHolders
Q4 20236,348$1.65M0.5%−17−0.3%ReducedHolders
Q3 20236,365$1.46M0.5%+507+8.7%AddedHolders
Q2 20235,858$1.39M0.4%+52+0.9%AddedHolders
Q1 20235,806$1.31M0.4%−39−0.7%ReducedHolders
Q4 20225,845$1.21M0.4%−14−0.2%ReducedHolders
Q3 20225,859$1.04M0.5%−437−6.9%ReducedHolders
Q2 20226,296$1.24M0.6%−143−2.2%ReducedHolders
Q1 20226,439$1.43M0.8%+335+5.5%AddedHolders
Q4 20216,104$1.32M0.9%–No prior filingHolders