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Ravenel Boykin Curry IV

Eagle Capital Management

Eagle Capital Management Visa Inc, CL-A stake

total: 177

Eagle Capital Management V trades

Total transactions:
18
New positions:
1
Added:
4
Reduced:
13
Held since:
2021 Q4
Held for:
19 quarters
Latest activity:
2026 Q2
According to 2026 Q2 report, Eagle Capital Management holds 1,160 Visa Inc, CL-A (V) shares with a market value of roughly $397.98K accounting for 0.00% of the overall portfolio. To date, the estimated cost basis is nearly $238.71 for "buy" trades and estimated average "sell" price is $328.43. Eagle Capital Management first purchased V in 2021 Q4, initially acquiring about 1.78M shares. Since the initial investment in Visa Inc, CL-A (V), Eagle Capital Management has made 17 more transactions.

How many V shares does Eagle Capital Management currently hold?

According to 2026 Q2 report, Eagle Capital Management holds 1,160 shares of Visa Inc, CL-A (V), valued at around $397.98K.

When did Eagle Capital Management buy Visa Inc, CL-A (V)?

Eagle Capital Management first invested in Visa Inc, CL-A (V) in 2021 Q4 at the reported quarter-end price of $216.71 per share.

What's the cost basis of Eagle Capital Management's V stake?

The estimated cost basis for Visa Inc, CL-A (V) stake is around $238.71 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$238.71
Weighted AVG sell price:
$328.43

Eagle Capital Management's historical trades in Visa Inc, CL-A

18 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2026 Q2
0.00%
1,160
$343.09
$397,984
-68.40% (-2,511)
-0%
2026 Q1
0.00%
3,671
$302.24
$1,109,523
-2.81% (-106)
-0%
2025 Q3
0.00%
3,777
$341.38
$1,289,392
-27.97% (-1,467)
-0%
2025 Q2
0.01%
5,244
$355.05
$1,861,882
-51.37% (-5,539)
-0.01%
2025 Q1
0.01%
10,783
$350.46
$3,779,010
-99.55% (-2,384,938)
-3.05%
2024 Q4
2.76%
2,395,721
$316.04
$757,143,665
+0.57% (+13,555)
+0.02%
2024 Q3
2.43%
2,382,166
$274.95
$654,976,542
+83.48% (+1,083,819)
+1.11%
2024 Q2
1.26%
1,298,347
$262.47
$340,777,137
+2.38% (+30,124)
+0.03%
2024 Q1
1.37%
1,268,223
$279.08
$353,935,675
-3.19% (-41,747)
-0.05%
2023 Q4
1.45%
1,309,970
$260.35
$341,050,689
-3.66% (-49,819)
-0.06%
2023 Q3
1.45%
$230.01
-2.92% (-40,940)
2023 Q2
1.49%
$237.48
-6.80% (-102,150)
2023 Q1
1.54%
$225.46
-8.09% (-132,209)
2022 Q4
1.61%
$207.76
-6.39% (-111,669)
2022 Q3
1.41%
$177.65
+1.88% (+32,284)
2022 Q2
1.47%
$196.89
-0.82% (-14,096)
2022 Q1
1.29%
$221.77
-2.66% (-47,239)
2021 Q4
1.15%
$216.71
new
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.