Claro Advisors’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 | $2.06M | Buy |
6,809
+1,058
| +18% | +$340K | 0.25% | 75 |
|
|
2025
Q4 | $2.02M | Sell |
5,751
-53
| -0.9% | -$18.1K | 0.27% | 71 |
|
|
2025
Q3 | $1.98M | Sell |
5,804
-225
| -4% | -$77.9K | 0.29% | 73 |
|
|
2025
Q2 | $2.14M | Sell |
6,029
-3,696
| -38% | -$1.29M | 0.35% | 62 |
|
|
2025
Q1 | $3.41M | Buy |
9,725
+375
| +4% | +$127K | 0.46% | 41 |
|
|
2024
Q4 | $2.96M | Buy |
9,350
+156
| +2% | +$46.9K | 0.4% | 47 |
|
|
2024
Q3 | $2.53M | Buy |
9,194
+2,750
| +43% | +$743K | 0.33% | 57 |
|
|
2024
Q2 | $1.69M | Buy |
6,444
+564
| +10% | +$155K | 0.26% | 74 |
|
|
2024
Q1 | $1.64M | Sell |
5,880
-240
| -4% | -$66.3K | 0.28% | 71 |
|
|
2023
Q4 | $1.59M | Buy |
6,120
+487
| +9% | +$120K | 0.35% | 59 |
|
|
2023
Q3 | $1.3M | Buy |
5,633
+479
| +9% | +$115K | 0.32% | 69 |
|
|
2023
Q2 | $1.22M | Sell |
5,154
-3
| -0.1% | -$687 | 0.3% | 72 |
|
|
2023
Q1 | $1.16M | Buy |
5,157
+98
| +2% | +$21.8K | 0.34% | 66 |
|
|
2022
Q4 | $1.05M | Buy |
5,059
+2,268
| +81% | +$457K | 0.34% | 76 |
|
|
2022
Q3 | $550K | Hold |
2,791
| – | – | 0.22% | 117 |
|
|
2022
Q2 | $550K | Buy |
2,791
+83
| +3% | +$17.2K | 0.22% | 117 |
|
|
2022
Q1 | $587K | Hold |
2,708
| – | – | 0.21% | 130 |
|
|
2021
Q4 | $587K | Sell |
2,708
-62
| -2% | -$13.3K | 0.21% | 130 |
|
|
2021
Q3 | $617K | Buy |
2,770
+135
| +5% | +$31.7K | 0.26% | 108 |
|
|
2021
Q2 | $616K | Buy |
2,635
+438
| +20% | +$100K | 0.28% | 104 |
|
|
2021
Q1 | $465K | Buy |
2,197
+712
| +48% | +$150K | 0.24% | 121 |
|
|
2020
Q4 | $325K | Buy |
1,485
+1
| +0.1% | +$205 | 0.17% | 148 |
|
|
2020
Q3 | $297K | Sell |
1,484
-387
| -21% | -$77.3K | 0.19% | 140 |
|
|
2020
Q2 | $361K | Buy |
1,871
+250
| +15% | +$45.7K | 0.25% | 118 |
|
|
2020
Q1 | $261K | Sell |
1,621
-144
| -8% | -$27.1K | 0.24% | 124 |
|
|
2019
Q4 | $332K | Buy |
1,765
+412
| +30% | +$74.2K | 0.26% | 109 |
|
|
2019
Q3 | $233K | Buy |
1,353
+3
| +0.2% | +$534 | 0.21% | 137 |
|
|
2019
Q2 | $234K | Sell |
1,350
-257
| -16% | -$42.1K | 0.22% | 136 |
|
|
2019
Q1 | $251K | Buy |
1,607
+36
| +2% | +$5.19K | 0.25% | 123 |
|
|
2018
Q4 | $236K | Buy |
+1,571
| New | +$217K | 0.19% | 117 |
|
Other funds holding V
VCM
VPM
Claro Advisors's V Position: Q1 2026 in Review
Claro Advisors increased its Visa (V) stake by 18% in Q1 2026, buying an estimated $340K and bringing the position to 6,809 shares worth $2.06M. The position accounts for 0.25% of the portfolio, ranked #75.
Claro Advisors first reported a position in V in Q4 2018 and has held it in 30 quarters since. The position peaked at $3.41M in Q1 2025. 4,447 funds tracked by Wall St. Rank hold V as of Q1 2026.
- Claro Advisors held 6,809 shares of Visa worth $2.06M as of Q1 2026.
- Claro Advisors bought 1,058 Visa shares in Q1 2026, an estimated $340K.
- Visa made up 0.25% of Claro Advisors's portfolio in Q1 2026, its #75 holding.
- Claro Advisors first reported a position in Visa in Q4 2018 and has held it in 30 quarters since.
- Claro Advisors's Visa position peaked at $3.41M in Q1 2025.
- 4,447 funds tracked by Wall St. Rank held Visa as of Q1 2026.
Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.