IMA Advisory Services’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 | $3.6M | Sell |
11,897
-251
| -2% | -$80.7K | 0.35% | 63 |
|
|
2025
Q4 | $4.26M | Buy |
12,148
+280
| +2% | +$95.4K | 0.41% | 54 |
|
|
2025
Q3 | $4.05M | Buy |
11,868
+64
| +0.5% | +$22.1K | 0.41% | 55 |
|
|
2025
Q2 | $4.19M | Buy |
11,804
+608
| +5% | +$212K | 0.45% | 44 |
|
|
2025
Q1 | $3.92M | Sell |
11,196
-861
| -7% | -$291K | 0.47% | 42 |
|
|
2024
Q4 | $3.81M | Buy |
12,057
+87
| +0.7% | +$26.2K | 0.46% | 47 |
|
|
2024
Q3 | $3.29M | Buy |
11,970
+26
| +0.2% | +$7.03K | 0.72% | 40 |
|
|
2024
Q2 | $3.13M | Sell |
11,944
-137
| -1% | -$37.5K | 1.38% | 24 |
|
|
2024
Q1 | $3.37M | Sell |
12,081
-102
| -0.8% | -$28.2K | 1.59% | 21 |
|
|
2023
Q4 | $3.17M | Sell |
12,183
-864
| -7% | -$213K | 1.59% | 21 |
|
|
2023
Q3 | $3M | Sell |
13,047
-110
| -0.8% | -$26.4K | 0.78% | 39 |
|
|
2023
Q2 | $3.12M | Buy |
13,157
+292
| +2% | +$66.8K | 0.8% | 40 |
|
|
2023
Q1 | $2.9M | Buy |
12,865
+380
| +3% | +$84.6K | 0.75% | 39 |
|
|
2022
Q4 | $2.59M | Buy |
12,485
+957
| +8% | +$193K | 0.69% | 43 |
|
|
2022
Q3 | $2.05M | Sell |
11,528
-422
| -4% | -$85.9K | 0.55% | 56 |
|
|
2022
Q2 | $2.35M | Buy |
11,950
+246
| +2% | +$50.8K | 0.58% | 56 |
|
|
2022
Q1 | $2.6M | Buy |
11,704
+642
| +6% | +$139K | 0.6% | 59 |
|
|
2021
Q4 | $2.4M | Buy |
11,062
+426
| +4% | +$91.5K | 0.53% | 63 |
|
|
2021
Q3 | $2.37M | Buy |
10,636
+143
| +1% | +$33.5K | 0.56% | 62 |
|
|
2021
Q2 | $2.45M | Buy |
10,493
+1,348
| +15% | +$308K | 0.57% | 65 |
|
|
2021
Q1 | $1.94M | Buy |
9,145
+364
| +4% | +$76.6K | 0.47% | 75 |
|
|
2020
Q4 | $1.92M | Sell |
8,781
-3,475
| -28% | -$711K | 0.54% | 65 |
|
|
2020
Q3 | $2.45M | Sell |
12,256
-2,051
| -14% | -$410K | 0.82% | 39 |
|
|
2020
Q2 | $2.76M | Sell |
14,307
-157
| -1% | -$28.7K | 1% | 32 |
|
|
2020
Q1 | $2.33M | Sell |
14,464
-3,544
| -20% | -$668K | 1.03% | 35 |
|
|
2019
Q4 | $3.38M | Sell |
18,008
-1,011
| -5% | -$182K | 1.26% | 27 |
|
|
2019
Q3 | $3.27M | Buy |
19,019
+537
| +3% | +$95.6K | 1.24% | 26 |
|
|
2019
Q2 | $3.21M | Buy |
18,482
+619
| +3% | +$101K | 1.2% | 28 |
|
|
2019
Q1 | $2.79M | Buy |
17,863
+3,949
| +28% | +$569K | 1.08% | 35 |
|
|
2018
Q4 | $1.84M | Buy |
13,914
+3,112
| +29% | +$430K | 0.86% | 42 |
|
|
2018
Q3 | $1.62M | Sell |
10,802
-309
| -3% | -$43.9K | 0.63% | 63 |
|
|
2018
Q2 | $1.47M | Sell |
11,111
-2,457
| -18% | -$316K | 0.61% | 65 |
|
|
2018
Q1 | $1.62M | Sell |
13,568
-136
| -1% | -$16.5K | 0.72% | 59 |
|
|
2017
Q4 | $1.56M | Buy |
13,704
+306
| +2% | +$33.8K | 0.7% | 59 |
|
|
2017
Q3 | $1.41M | Sell |
13,398
-53
| -0.4% | -$5.38K | 0.65% | 61 |
|
|
2017
Q2 | $1.26M | Buy |
+13,451
| New | +$1.25M | 0.61% | 59 |
|
|
2015
Q3 | – | Sell |
-1,720
| Closed | -$115K | – | 172 |
|
|
2015
Q2 | $115K | Buy |
+1,720
| New | +$117K | 0.05% | 178 |
|
Other funds holding V
VCM
VPM
IMA Advisory Services's V Position: Q1 2026 in Review
IMA Advisory Services reduced its Visa (V) stake by 2.1% in Q1 2026, selling an estimated $80.7K and leaving 11,897 shares worth $3.6M. The position accounts for 0.35% of the portfolio, ranked #63.
IMA Advisory Services first reported a position in V in Q2 2015 and has held it in 37 quarters since. The position peaked at $4.26M in Q4 2025. 4,447 funds tracked by Wall St. Rank hold V as of Q1 2026.
- IMA Advisory Services held 11,897 shares of Visa worth $3.6M as of Q1 2026.
- IMA Advisory Services sold 251 Visa shares in Q1 2026, an estimated $80.7K.
- Visa made up 0.35% of IMA Advisory Services's portfolio in Q1 2026, its #63 holding.
- IMA Advisory Services first reported a position in Visa in Q2 2015 and has held it in 37 quarters since.
- IMA Advisory Services's Visa position peaked at $4.26M in Q4 2025.
- 4,447 funds tracked by Wall St. Rank held Visa as of Q1 2026.
Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.