Eads & Heald 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 | $2.48M | Buy |
8,213
+12
| +0.1% | +$3.86K | 1.24% | 24 |
|
|
2025
Q4 | $2.88M | Sell |
8,201
-132
| -2% | -$45K | 1.39% | 14 |
|
|
2025
Q3 | $2.85M | Sell |
8,333
-182
| -2% | -$63K | 1.36% | 18 |
|
|
2025
Q2 | $3.02M | Sell |
8,515
-360
| -4% | -$125K | 1.49% | 12 |
|
|
2025
Q1 | $3.11M | Sell |
8,875
-524
| -6% | -$177K | 1.58% | 7 |
|
|
2024
Q4 | $2.97M | Sell |
9,399
-131
| -1% | -$39.4K | 1.46% | 12 |
|
|
2024
Q3 | $2.62M | Sell |
9,530
-534
| -5% | -$144K | 1.24% | 20 |
|
|
2024
Q2 | $2.64M | Sell |
10,064
-529
| -5% | -$145K | 1.28% | 18 |
|
|
2024
Q1 | $2.96M | Sell |
10,593
-761
| -7% | -$210K | 1.38% | 12 |
|
|
2023
Q4 | $2.96M | Sell |
11,354
-117
| -1% | -$28.8K | 1.42% | 12 |
|
|
2023
Q3 | $2.64M | Sell |
11,471
-358
| -3% | -$86.1K | 1.38% | 14 |
|
|
2023
Q2 | $2.81M | Sell |
11,829
-572
| -5% | -$131K | 1.38% | 12 |
|
|
2023
Q1 | $2.8M | Sell |
12,401
-281
| -2% | -$62.5K | 1.39% | 11 |
|
|
2022
Q4 | $2.63M | Buy |
12,682
+41
| +0.3% | +$8.27K | 1.34% | 18 |
|
|
2022
Q3 | $2.25M | Buy |
12,641
+50
| +0.4% | +$10.2K | 1.27% | 22 |
|
|
2022
Q2 | $2.48M | Buy |
12,591
+190
| +2% | +$39.3K | 1.33% | 10 |
|
|
2022
Q1 | $2.75M | Sell |
12,401
-102
| -0.8% | -$22.1K | 1.27% | 17 |
|
|
2021
Q4 | $2.71M | Buy |
12,503
+75
| +0.6% | +$16.1K | 1.18% | 26 |
|
|
2021
Q3 | $2.77M | Buy |
12,428
+142
| +1% | +$33.3K | 1.34% | 13 |
|
|
2021
Q2 | $2.87M | Sell |
12,286
-294
| -2% | -$67.2K | 1.4% | 10 |
|
|
2021
Q1 | $2.66M | Sell |
12,580
-138
| -1% | -$29K | 1.37% | 13 |
|
|
2020
Q4 | $2.78M | Sell |
12,718
-33
| -0.3% | -$6.75K | 1.5% | 8 |
|
|
2020
Q3 | $2.55M | Sell |
12,751
-1,394
| -10% | -$278K | 1.53% | 10 |
|
|
2020
Q2 | $2.73M | Sell |
14,145
-560
| -4% | -$102K | 1.66% | 6 |
|
|
2020
Q1 | $2.37M | Sell |
14,705
-821
| -5% | -$155K | 1.67% | 6 |
|
|
2019
Q4 | $2.92M | Buy |
15,526
+128
| +0.8% | +$23.1K | 1.54% | 4 |
|
|
2019
Q3 | $2.65M | Sell |
15,398
-265
| -2% | -$47.2K | 1.48% | 6 |
|
|
2019
Q2 | $2.72M | Sell |
15,663
-1,250
| -7% | -$205K | 1.54% | 6 |
|
|
2019
Q1 | $2.64M | Sell |
16,913
-834
| -5% | -$120K | 1.53% | 7 |
|
|
2018
Q4 | $2.34M | Sell |
17,747
-453
| -2% | -$62.6K | 1.56% | 4 |
|
|
2018
Q3 | $2.73M | Sell |
18,200
-1,015
| -5% | -$144K | 1.57% | 3 |
|
|
2018
Q2 | $2.54M | Sell |
19,215
-884
| -4% | -$114K | 1.57% | 4 |
|
|
2018
Q1 | $2.4M | Sell |
20,099
-2,314
| -10% | -$280K | 1.52% | 6 |
|
|
2017
Q4 | $2.56M | Sell |
22,413
-416
| -2% | -$45.9K | 1.51% | 5 |
|
|
2017
Q3 | $2.4M | Sell |
22,829
-1,455
| -6% | -$148K | 1.49% | 3 |
|
|
2017
Q2 | $2.28M | Sell |
24,284
-1,043
| -4% | -$96.8K | 1.46% | 7 |
|
|
2017
Q1 | $2.25M | Sell |
25,327
-281
| -1% | -$24.2K | 1.45% | 7 |
|
|
2016
Q4 | $2M | Sell |
25,608
-116
| -0.5% | -$9.33K | 1.36% | 11 |
|
|
2016
Q3 | $2.13M | Sell |
25,724
-707
| -3% | -$56.6K | 1.47% | 6 |
|
|
2016
Q2 | $1.96M | Sell |
26,431
-650
| -2% | -$50.9K | 1.35% | 15 |
|
|
2016
Q1 | $2.07M | Sell |
27,081
-1,225
| -4% | -$89K | 1.43% | 6 |
|
|
2015
Q4 | $2.19M | Sell |
28,306
-1,273
| -4% | -$98.6K | 1.52% | 4 |
|
|
2015
Q3 | $2.06M | Sell |
29,579
-1,961
| -6% | -$140K | 1.47% | 4 |
|
|
2015
Q2 | $2.12M | Sell |
31,540
-2,111
| -6% | -$143K | 1.39% | 8 |
|
|
2015
Q1 | $2.2M | Sell |
33,651
-2,165
| -6% | -$143K | 1.41% | 7 |
|
|
2014
Q4 | $2.35M | Sell |
35,816
-2,676
| -7% | -$161K | 1.49% | 2 |
|
|
2014
Q3 | $2.05M | Sell |
38,492
-1,548
| -4% | -$83.2K | 1.39% | 13 |
|
|
2014
Q2 | $2.11M | Sell |
40,040
-2,552
| -6% | -$133K | 1.4% | 18 |
|
|
2014
Q1 | $2.3M | Sell |
42,592
-872
| -2% | -$48.5K | 1.51% | 8 |
|
|
2013
Q4 | $2.42M | Buy |
43,464
+88
| +0.2% | +$4.44K | 1.61% | 4 |
|
|
2013
Q3 | $2.07M | Sell |
43,376
-5,820
| -12% | -$269K | 1.48% | 8 |
|
|
2013
Q2 | $2.25M | Buy |
+49,196
| New | +$2.15M | 1.59% | 3 |
|
Other funds holding V
VCM
VPM
Eads & Heald Wealth Management's V Position: Q1 2026 in Review
Eads & Heald Wealth Management increased its Visa (V) stake by 0.15% in Q1 2026, buying an estimated $3.86K and bringing the position to 8,213 shares worth $2.48M. The position accounts for 1.24% of the portfolio, ranked #24.
Eads & Heald Wealth Management first reported a position in V in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.11M in Q1 2025. 4,446 funds tracked by Wall St. Rank hold V as of Q1 2026.
- Eads & Heald Wealth Management held 8,213 shares of Visa worth $2.48M as of Q1 2026.
- Eads & Heald Wealth Management bought 12 Visa shares in Q1 2026, an estimated $3.86K.
- Visa made up 1.24% of Eads & Heald Wealth Management's portfolio in Q1 2026, its #24 holding.
- Eads & Heald Wealth Management first reported a position in Visa in Q2 2013 and has held it in 52 quarters since.
- Eads & Heald Wealth Management's Visa position peaked at $3.11M in Q1 2025.
- 4,446 funds tracked by Wall St. Rank held Visa as of Q1 2026.
Based on Eads & Heald Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.