Giverny Capital — V Trade History
Quarter-by-quarter changes in the VISA INC position · CUSIP 92826C839
Currently held · 2 YearsFirst seen: 2016 Q3
| Quarter | Filed | Activity | Shares | Δ Shares | Δ % | Value | % Port. |
|---|---|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-26 | Reduce | 389,900 | -6,457 | -1.6% | $133.8M | 4.50% |
| 2026 Q1 | 2026-05-15 | Reduce | 396,357 | -10,988 | -2.7% | $119.8M | 4.39% |
| 2025 Q4 | 2026-02-13 | Add | 407,345 | 1,825 | +0.5% | $142.9M | 4.77% |
| 2025 Q3 | 2025-11-17 | Add | 405,520 | 4,223 | +1.1% | $138.4M | 4.69% |
| 2025 Q2 | 2025-08-13 | Add | 401,297 | 5,580 | +1.4% | $142.5M | 4.89% |
| 2024 Q4 | 2025-08-12 | Add | 395,717 | 2,168 | +0.6% | $125.1M | 4.57% |
| 2025 Q1 | 2025-08-12 | Add | 393,549 | 1,789 | +0.5% | $137.9M | 5.08% |
| 2024 Q3 | 2024-11-13 | New | 391,760 | 391,760 | — | $107.7M | 4.09% |
| 2023 Q4 | 2024-08-23 | — | — | — | — | — | — |
| 2024 Q1 | 2024-08-20 | Sold out | — | -386,967 | -100.0% | — | — |
| 2024 Q2 | 2024-08-14 | Add | 386,967 | 15,597 | +4.2% | $101.6M | 4.29% |
| 2023 Q3 | 2024-01-25 | Reduce | 371,370 | -141 | -0.0% | $85.4M | 4.64% |
| 2023 Q2 | 2023-08-07 | Add | 371,511 | 13,124 | +3.7% | $88.2M | 4.64% |
| 2022 Q4 | 2023-05-17 | Add | 358,387 | 5,312 | +1.5% | $74.5M | 4.60% |
| 2023 Q1 | 2023-05-12 | Reduce | 353,075 | -7,104 | -2.0% | $79.6M | 4.79% |
| 2022 Q3 | 2022-11-14 | Add | 360,179 | 8,559 | +2.4% | $64.0M | 4.33% |
| 2022 Q2 | 2022-08-12 | Add | 351,620 | 8,568 | +2.5% | $69.2M | 4.56% |
| 2022 Q1 | 2022-05-12 | Add | 343,052 | 5,472 | +1.6% | $76.1M | 4.29% |
| 2021 Q4 | 2022-02-11 | Add | 337,580 | 6,517 | +2.0% | $73.2M | 3.90% |
| 2021 Q3 | 2021-11-15 | Reduce | 331,063 | -1,946 | -0.6% | $73.7M | 4.40% |
| 2021 Q2 | 2021-08-13 | Add | 333,009 | 16,791 | +5.3% | $77.9M | 4.74% |
| 2021 Q1 | 2021-05-17 | Add | 316,218 | 11,012 | +3.6% | $67.0M | 4.48% |
| 2020 Q4 | 2021-02-16 | Add | 305,206 | 4,005 | +1.3% | $66.8M | 5.12% |
| 2020 Q3 | 2020-11-13 | Add | 301,201 | 1,057 | +0.4% | $60.2M | 5.52% |
| 2020 Q2 | 2020-08-07 | Add | 300,144 | 6,356 | +2.2% | $58.0M | 5.76% |
| 2020 Q1 | 2020-05-15 | Reduce | 293,788 | -20,770 | -6.6% | $47.3M | 6.03% |
| 2019 Q4 | 2020-02-07 | Add | 314,558 | 5,025 | +1.6% | $59.1M | 5.35% |
| 2019 Q3 | 2019-11-14 | Reduce | 309,533 | -234 | -0.1% | $53.2M | 5.31% |
| 2019 Q2 | 2019-08-13 | Add | 309,767 | 7,262 | +2.4% | $53.8M | 5.43% |
| 2019 Q1 | 2019-05-14 | Add | 302,505 | 4,743 | +1.6% | $47.2M | 5.42% |
| 2018 Q4 | 2019-02-13 | Reduce | 297,762 | -4,836 | -1.6% | $39.3M | 5.18% |
| 2018 Q3 | 2018-11-13 | Reduce | 302,598 | -41,211 | -12.0% | $45.4M | 5.14% |
| 2018 Q2 | 2018-08-14 | Add | 343,809 | 5,733 | +1.7% | $45.5M | 5.92% |
| 2018 Q1 | 2018-05-11 | Add | 338,076 | 3,362 | +1.0% | $40.4M | 5.42% |
| 2017 Q4 | 2018-02-13 | Reduce | 334,714 | -4,278 | -1.3% | $38.2M | 5.24% |
| 2017 Q3 | 2017-11-13 | Add | 338,992 | 1,191 | +0.4% | $35.7M | 5.21% |
| 2017 Q2 | 2017-08-04 | Add | 337,801 | 3,500 | +1.0% | $31.7M | 5.12% |
| 2017 Q1 | 2017-05-11 | Add | 334,301 | 23,085 | +7.4% | $29.7M | 4.93% |
| 2016 Q4 | 2017-02-10 | Add | 311,216 | 2,769 | +0.9% | $24.3M | 4.11% |
| 2016 Q3 | 2016-11-08 | New | 308,447 | 308,447 | — | $25.5M | 4.75% |
Share counts are split-adjusted. Time held counts consecutive quarters ending with the latest filing; more than ten years shows as ">10 Years".
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.