Fernwood Investment Management, LLC / V
Fernwood Investment Management, LLC’s Visa Inc Position
Does Fernwood Investment Management, LLC own Visa Inc (V)? Yes — 11.4K shares worth $4M (+1.26% of its 13F portfolio) as of Q4 2024, down from 11.8K shares the prior filed quarter.
Position Value
$4M
Q4 2024
Shares
11.4K
% of Portfolio
+1.26%
Quarters Held
25
currently held
Position History V
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q4 2024 | 11.4K | $4M | +1.26% |
| Q3 2024 | 11.8K | $3M | +1.06% |
| Q2 2024 | 13.0K | $3M | +1.06% |
| Q1 2024 | 14.9K | $4M | +1.18% |
| Q4 2023 | 16.8K | $4M | +1.40% |
| Q3 2023 | 16.8K | $4M | +1.39% |
| Q2 2023 | 16.9K | $4M | +1.41% |
| Q1 2023 | 15.7K | $4M | +1.36% |
| Q4 2022 | 13.9K | $3M | +1.19% |
| Q3 2022 | 13.9K | $2M | +1.04% |
| Q2 2022 | 14.2K | $3M | +1.21% |
| Q1 2022 | 14.1K | $3M | +1.10% |
| Q4 2021 | 14.5K | $3M | +1.03% |
| Q3 2021 | 14.3K | $3M | +1.09% |
| Q2 2021 | 13.9K | $3M | +1.07% |
| Q1 2021 | 13.1K | $3M | +1.02% |
| Q4 2020 | 14.4K | $3M | +1.24% |
| Q3 2020 | 14.5K | $3M | +1.37% |
| Q2 2020 | 20.8K | $4M | +1.98% |
| Q1 2020 | 20.6K | $3M | +2.11% |
| Q4 2019 | 20.6K | $4M | +1.85% |
| Q3 2019 | 22.2K | $4M | +1.90% |
| Q2 2019 | 20.5K | $4M | +1.95% |
| Q1 2019 | 20.3K | $3M | +1.69% |
| Q4 2018 | 20.5K | $3M | +1.74% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Fernwood Investment Management, LLC’s full portfolio or all institutional holders of V.