PDS Planning’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.29M | Buy |
12,513
+234
| +2% | +$75.1K | 0.25% | 54 |
|
|
2026
Q1 | $3.71M | Buy |
12,279
+109
| +0.9% | +$35K | 0.24% | 55 |
|
|
2025
Q4 | $4.27M | Buy |
12,170
+174
| +1% | +$59.3K | 0.29% | 49 |
|
|
2025
Q3 | $4.1M | Sell |
11,996
-37
| -0.3% | -$12.8K | 0.28% | 50 |
|
|
2025
Q2 | $4.27M | Buy |
12,033
+1,897
| +19% | +$661K | 0.32% | 49 |
|
|
2025
Q1 | $3.55M | Buy |
10,136
+680
| +7% | +$230K | 0.3% | 49 |
|
|
2024
Q4 | $2.99M | Buy |
9,456
+274
| +3% | +$82.4K | 0.27% | 51 |
|
|
2024
Q3 | $2.52M | Buy |
9,182
+50
| +0.5% | +$13.5K | 0.23% | 57 |
|
|
2024
Q2 | $2.4M | Buy |
9,132
+426
| +5% | +$117K | 0.24% | 52 |
|
|
2024
Q1 | $2.43M | Buy |
8,706
+270
| +3% | +$74.5K | 0.26% | 50 |
|
|
2023
Q4 | $2.2M | Buy |
8,436
+571
| +7% | +$141K | 0.25% | 52 |
|
|
2023
Q3 | $1.81M | Buy |
7,865
+140
| +2% | +$33.7K | 0.23% | 53 |
|
|
2023
Q2 | $1.83M | Buy |
7,725
+779
| +11% | +$178K | 0.23% | 54 |
|
|
2023
Q1 | $1.57M | Buy |
6,946
+2,025
| +41% | +$451K | 0.22% | 56 |
|
|
2022
Q4 | $1.02M | Buy |
4,921
+241
| +5% | +$48.6K | 0.16% | 60 |
|
|
2022
Q3 | $831K | Sell |
4,680
-371
| -7% | -$75.5K | 0.15% | 59 |
|
|
2022
Q2 | $995K | Buy |
5,051
+481
| +11% | +$99.4K | 0.18% | 59 |
|
|
2022
Q1 | $1.01M | Buy |
4,570
+322
| +8% | +$69.6K | 0.18% | 56 |
|
|
2021
Q4 | $921K | Buy |
4,248
+722
| +20% | +$155K | 0.18% | 58 |
|
|
2021
Q3 | $785K | Buy |
3,526
+82
| +2% | +$19.2K | 0.18% | 62 |
|
|
2021
Q2 | $805K | Buy |
3,444
+464
| +16% | +$106K | 0.2% | 58 |
|
|
2021
Q1 | $631K | Buy |
2,980
+323
| +12% | +$68K | 0.18% | 63 |
|
|
2020
Q4 | $581K | Buy |
2,657
+204
| +8% | +$41.7K | 0.2% | 64 |
|
|
2020
Q3 | $491K | Sell |
2,453
-162
| -6% | -$32.4K | 0.2% | 68 |
|
|
2020
Q2 | $505K | Buy |
2,615
+661
| +34% | +$121K | 0.23% | 61 |
|
|
2020
Q1 | $315K | Sell |
1,954
-392
| -17% | -$73.8K | 0.2% | 70 |
|
|
2019
Q4 | $441K | Buy |
2,346
+903
| +63% | +$163K | 0.28% | 60 |
|
|
2019
Q3 | $248K | Buy |
1,443
+66
| +5% | +$11.8K | 0.17% | 78 |
|
|
2019
Q2 | $239K | Buy |
+1,377
| New | +$225K | 0.18% | 73 |
|
Other funds holding V
PDS Planning's V Position: Q2 2026 in Review
PDS Planning increased its Visa (V) stake by 1.9% in Q2 2026, buying an estimated $75.1K and bringing the position to 12,513 shares worth $4.29M. The position accounts for 0.25% of the portfolio, ranked #54.
PDS Planning first reported a position in V in Q2 2019 and has held it in 29 quarters since. 4,600 funds tracked by Wall St. Rank hold V as of Q2 2026.
- PDS Planning held 12,513 shares of Visa worth $4.29M as of Q2 2026.
- PDS Planning bought 234 Visa shares in Q2 2026, an estimated $75.1K.
- Visa made up 0.25% of PDS Planning's portfolio in Q2 2026, its #54 holding.
- PDS Planning first reported a position in Visa in Q2 2019 and has held it in 29 quarters since.
- 4,600 funds tracked by Wall St. Rank held Visa as of Q2 2026.
Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.