Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.87M Sell
6,193
-3
-0% -$965 0.18% 117
2025
Q4
$2.17M Sell
6,196
-15
-0.2% -$5.11K 0.22% 104
2025
Q3
$2.12M Sell
6,211
-2,738
-31% -$948K 0.22% 103
2025
Q2
$3.18M Sell
8,949
-392
-4% -$137K 0.38% 63
2025
Q1
$3.27M Sell
9,341
-16
-0.2% -$5.41K 0.42% 55
2024
Q4
$2.96M Sell
9,357
-400
-4% -$120K 0.38% 63
2024
Q3
$3.01M Buy
9,757
+519
+6% +$140K 0.38% 58
2024
Q2
$2.42M Sell
9,238
-362
-4% -$99.2K 0.35% 70
2024
Q1
$2.67M Sell
9,600
-3,121
-25% -$862K 0.4% 57
2023
Q4
$3.31M Sell
12,721
-22,238
-64% -$5.48M 0.47% 42
2023
Q3
$3M Buy
34,959
+288
+0.8% +$69.2K 0.48% 46
2023
Q2
$3.03M Buy
34,671
+64
+0.2% +$14.6K 0.48% 43
2023
Q1
$2.86M Sell
34,607
-222
-0.6% -$49.4K 0.49% 45
2022
Q4
$2.69M Buy
34,829
+105
+0.3% +$21.2K 0.48% 50
2022
Q3
$2.28M Sell
34,724
-4,762
-12% -$969K 0.4% 52
2022
Q2
$3.46M Buy
39,486
+803
+2% +$166K 0.63% 31
2022
Q1
$3.58M Buy
38,683
+9,830
+34% +$2.13M 0.68% 29
2021
Q4
$1.51M Buy
28,853
+214
+0.7% +$45.9K 0.34% 76
2021
Q3
$1.5M Buy
28,639
+22,013
+332% +$5.16M 0.4% 65
2021
Q2
$1.55M Buy
6,626
+3,832
+137% +$876K 0.48% 48
2021
Q1
$632K Sell
2,794
-4,761
-63% -$1M 0.26% 87
2020
Q4
$1.65M Buy
7,555
+5,563
+279% +$1.14M 0.75% 40
2020
Q3
$405K Buy
1,992
+153
+8% +$30.6K 0.22% 92
2020
Q2
$356K Sell
1,839
-160
-8% -$29.2K 0.22% 96
2020
Q1
$306K Buy
1,999
+53
+3% +$9.98K 0.21% 99
2019
Q4
$366K Buy
1,946
+600
+45% +$108K 0.21% 95
2019
Q3
$235K Buy
1,346
+87
+7% +$15.5K 0.16% 112
2019
Q2
$219K Buy
+1,259
New +$206K 0.15% 112
2019
Q1
Sell
-3,911
Closed -$516K 160
2018
Q4
$516K Sell
3,911
-865
-18% -$119K 0.38% 68
2018
Q3
$720K Sell
4,776
-1,233
-21% -$175K 0.48% 61
2018
Q2
$796K Buy
6,009
+499
+9% +$64.2K 0.58% 48
2018
Q1
$659K Sell
5,510
-3,772
-41% -$457K 0.55% 48
2017
Q4
$1.06M Buy
9,282
+143
+2% +$15.8K 0.81% 30
2017
Q3
$962K Buy
9,139
+721
+9% +$73.1K 0.84% 30
2017
Q2
$789K Buy
8,418
+1,399
+20% +$130K 0.78% 33
2017
Q1
$624K Buy
+7,019
New +$604K 0.75% 35

Other funds holding V

Continuum Advisory's V Position: Q1 2026 in Review

Continuum Advisory reduced its Visa (V) stake by 0.05% in Q1 2026, selling an estimated $965 and leaving 6,193 shares worth $1.87M. The position accounts for 0.18% of the portfolio, ranked #117.

Continuum Advisory first reported a position in V in Q1 2017 and has held it in 36 quarters since. The position peaked at $3.58M in Q1 2022. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Continuum Advisory held 6,193 shares of Visa worth $1.87M as of Q1 2026.
  • Continuum Advisory sold 3 Visa shares in Q1 2026, an estimated $965.
  • Visa made up 0.18% of Continuum Advisory's portfolio in Q1 2026, its #117 holding.
  • Continuum Advisory first reported a position in Visa in Q1 2017 and has held it in 36 quarters since.
  • Continuum Advisory's Visa position peaked at $3.58M in Q1 2022.
  • 4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.