Cedar Wealth Management’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $347K | Hold |
1,149
| – | – | 0.1% | 64 |
|
|
2025
Q4 | $403K | Hold |
1,149
| – | – | 0.12% | 60 |
|
|
2025
Q3 | $392K | Buy |
1,149
+88
| +8% | +$30.5K | 0.12% | 58 |
|
|
2025
Q2 | $377K | Hold |
1,061
| – | – | 0.13% | 56 |
|
|
2025
Q1 | $372K | Sell |
1,061
-697
| -40% | -$236K | 0.13% | 58 |
|
|
2024
Q4 | $556K | Sell |
1,758
-20
| -1% | -$6.01K | 0.2% | 42 |
|
|
2024
Q3 | $489K | Sell |
1,778
-443
| -20% | -$120K | 0.15% | 69 |
|
|
2024
Q2 | $583K | Buy |
2,221
+10
| +0.5% | +$2.74K | 0.19% | 69 |
|
|
2024
Q1 | $617K | Sell |
2,211
-242
| -10% | -$66.8K | 0.2% | 62 |
|
|
2023
Q4 | $639K | Sell |
2,453
-9
| -0.4% | -$2.22K | 0.23% | 53 |
|
|
2023
Q3 | $566K | Buy |
2,462
+8
| +0.3% | +$1.92K | 0.22% | 59 |
|
|
2023
Q2 | $583K | Sell |
2,454
-50
| -2% | -$11.4K | 0.23% | 56 |
|
|
2023
Q1 | $565K | Hold |
2,504
| – | – | 0.23% | 58 |
|
|
2022
Q4 | $520K | Buy |
2,504
+55
| +2% | +$11.1K | 0.26% | 55 |
|
|
2022
Q3 | $435K | Sell |
2,449
-9
| -0.4% | -$1.83K | 0.22% | 71 |
|
|
2022
Q2 | $484K | Sell |
2,458
-689
| -22% | -$142K | 0.22% | 69 |
|
|
2022
Q1 | $698K | Sell |
3,147
-1,040
| -25% | -$225K | 0.28% | 55 |
|
|
2021
Q4 | $907K | Buy |
4,187
+951
| +29% | +$204K | 0.37% | 53 |
|
|
2021
Q3 | $721K | Buy |
3,236
+168
| +5% | +$39.4K | 0.32% | 61 |
|
|
2021
Q2 | $717K | Hold |
3,068
| – | – | 0.32% | 61 |
|
|
2021
Q1 | $650K | Hold |
3,068
| – | – | 0.32% | 56 |
|
|
2020
Q4 | $671K | Buy |
3,068
+1,631
| +114% | +$334K | 0.36% | 47 |
|
|
2020
Q3 | $287K | Sell |
1,437
-280
| -16% | -$55.9K | 0.18% | 78 |
|
|
2020
Q2 | $332K | Hold |
1,717
| – | – | 0.22% | 61 |
|
|
2020
Q1 | $277K | Buy |
1,717
+1,417
| +472% | +$267K | 0.19% | 64 |
|
|
2019
Q4 | $56K | Hold |
300
| – | – | 0.03% | 85 |
|
|
2019
Q3 | $52K | Hold |
300
| – | – | 0.03% | 88 |
|
|
2019
Q2 | $52K | Hold |
300
| – | – | 0.03% | 103 |
|
|
2019
Q1 | $47K | Hold |
300
| – | – | 0.03% | 102 |
|
|
2018
Q4 | $40K | Hold |
300
| – | – | 0.03% | 91 |
|
|
2018
Q3 | $45K | Sell |
300
-117
| -28% | -$16.6K | 0.02% | 89 |
|
|
2018
Q2 | $55K | Buy |
417
+117
| +39% | +$15.1K | 0.03% | 78 |
|
|
2018
Q1 | $36K | Hold |
300
| – | – | 0.02% | 90 |
|
|
2017
Q4 | $34K | Hold |
300
| – | – | 0.02% | 91 |
|
|
2017
Q3 | $32K | Hold |
300
| – | – | 0.02% | 93 |
|
|
2017
Q2 | $28K | Hold |
300
| – | – | 0.02% | 94 |
|
|
2017
Q1 | $27K | Hold |
300
| – | – | 0.02% | 90 |
|
|
2016
Q4 | $23K | Hold |
300
| – | – | 0.02% | 91 |
|
|
2016
Q3 | $25K | Buy |
+300
| New | +$24K | 0.02% | 78 |
|
Other funds holding V
VCM
VPM
Cedar Wealth Management's V Position: Q1 2026 in Review
Cedar Wealth Management held its Visa (V) position steady in Q1 2026 at 1,149 shares worth $347K. The position accounts for 0.1% of the portfolio, ranked #64.
Cedar Wealth Management first reported a position in V in Q3 2016 and has held it in 39 quarters since. The position peaked at $907K in Q4 2021. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.
- Cedar Wealth Management held 1,149 shares of Visa worth $347K as of Q1 2026.
- Cedar Wealth Management left its Visa share count unchanged in Q1 2026.
- Visa made up 0.1% of Cedar Wealth Management's portfolio in Q1 2026, its #64 holding.
- Cedar Wealth Management first reported a position in Visa in Q3 2016 and has held it in 39 quarters since.
- Cedar Wealth Management's Visa position peaked at $907K in Q4 2021.
- 4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.
Based on Cedar Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.