Private Advisory Group’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 | $941K | Sell |
3,114
-97
| -3% | -$31.2K | 0.06% | 156 |
|
|
2025
Q4 | $1.13M | Sell |
3,211
-794
| -20% | -$271K | 0.09% | 115 |
|
|
2025
Q3 | $1.37M | Buy |
4,005
+387
| +11% | +$134K | 0.11% | 107 |
|
|
2025
Q2 | $1.28M | Sell |
3,618
-124
| -3% | -$43.2K | 0.12% | 108 |
|
|
2025
Q1 | $1.31M | Sell |
3,742
-837
| -18% | -$283K | 0.15% | 100 |
|
|
2024
Q4 | $1.45M | Buy |
4,579
+126
| +3% | +$37.9K | 0.16% | 92 |
|
|
2024
Q3 | $1.22M | Sell |
4,453
-191
| -4% | -$51.6K | 0.15% | 103 |
|
|
2024
Q2 | $1.22M | Sell |
4,644
-92
| -2% | -$25.2K | 0.16% | 95 |
|
|
2024
Q1 | $1.32M | Buy |
4,736
+168
| +4% | +$46.4K | 0.19% | 89 |
|
|
2023
Q4 | $1.19M | Sell |
4,568
-749
| -14% | -$185K | 0.21% | 93 |
|
|
2023
Q3 | $1.22M | Buy |
5,317
+390
| +8% | +$93.7K | 0.24% | 88 |
|
|
2023
Q2 | $1.17M | Sell |
4,927
-3,986
| -45% | -$912K | 0.23% | 94 |
|
|
2023
Q1 | $2.01M | Buy |
8,913
+718
| +9% | +$160K | 0.43% | 59 |
|
|
2022
Q4 | $1.7M | Sell |
8,195
-1
| -0% | -$202 | 0.37% | 64 |
|
|
2022
Q3 | $1.46M | Sell |
8,196
-4,145
| -34% | -$843K | 0.33% | 71 |
|
|
2022
Q2 | $2.43M | Sell |
12,341
-1,158
| -9% | -$239K | 0.55% | 50 |
|
|
2022
Q1 | $2.99M | Buy |
13,499
+3,102
| +30% | +$671K | 0.59% | 51 |
|
|
2021
Q4 | $2.25M | Buy |
10,397
+802
| +8% | +$172K | 0.43% | 50 |
|
|
2021
Q3 | $2.14M | Buy |
9,595
+1,783
| +23% | +$418K | 0.52% | 48 |
|
|
2021
Q2 | $1.83M | Buy |
7,812
+1,220
| +19% | +$279K | 0.46% | 46 |
|
|
2021
Q1 | $1.4M | Buy |
6,592
+771
| +13% | +$162K | 0.4% | 50 |
|
|
2020
Q4 | $1.27M | Buy |
5,821
+1,455
| +33% | +$298K | 0.42% | 51 |
|
|
2020
Q3 | $873K | Buy |
4,366
+56
| +1% | +$11.2K | 0.35% | 52 |
|
|
2020
Q2 | $833K | Buy |
4,310
+2,674
| +163% | +$489K | 0.34% | 64 |
|
|
2020
Q1 | $264K | Sell |
1,636
-122
| -7% | -$23K | 0.13% | 83 |
|
|
2019
Q4 | $330K | Buy |
1,758
+51
| +3% | +$9.19K | 0.13% | 96 |
|
|
2019
Q3 | $294K | Sell |
1,707
-72
| -4% | -$12.8K | 0.13% | 99 |
|
|
2019
Q2 | $309K | Buy |
1,779
+167
| +10% | +$27.3K | 0.14% | 109 |
|
|
2019
Q1 | $213K | Hold |
1,612
| – | – | 0.12% | 119 |
|
|
2018
Q4 | $213K | Hold |
1,612
| – | – | 0.12% | 119 |
|
|
2018
Q3 | $230K | Hold |
1,612
| – | – | 0.12% | 111 |
|
|
2018
Q2 | $214K | Buy |
+1,612
| New | +$207K | 0.11% | 118 |
|
|
2018
Q1 | – | Sell |
-1,999
| Closed | -$228K | – | 136 |
|
|
2017
Q4 | $228K | Sell |
1,999
-218
| -10% | -$24.1K | 0.12% | 124 |
|
|
2017
Q3 | $233K | Buy |
2,217
+46
| +2% | +$4.67K | 0.14% | 113 |
|
|
2017
Q2 | $203K | Sell |
2,171
-253
| -10% | -$23.5K | 0.12% | 123 |
|
|
2017
Q1 | $216K | Sell |
2,424
-409
| -14% | -$35.2K | 0.14% | 126 |
|
|
2016
Q4 | $221K | Buy |
+2,833
| New | +$228K | 0.15% | 125 |
|
Other funds holding V
VCM
VPM
Private Advisory Group's V Position: Q1 2026 in Review
Private Advisory Group reduced its Visa (V) stake by 3% in Q1 2026, selling an estimated $31.2K and leaving 3,114 shares worth $941K. The position accounts for 0.06% of the portfolio, ranked #156.
Private Advisory Group first reported a position in V in Q4 2016 and has held it in 37 quarters since. The position peaked at $2.99M in Q1 2022. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.
- Private Advisory Group held 3,114 shares of Visa worth $941K as of Q1 2026.
- Private Advisory Group sold 97 Visa shares in Q1 2026, an estimated $31.2K.
- Visa made up 0.06% of Private Advisory Group's portfolio in Q1 2026, its #156 holding.
- Private Advisory Group first reported a position in Visa in Q4 2016 and has held it in 37 quarters since.
- Private Advisory Group's Visa position peaked at $2.99M in Q1 2022.
- 4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.
Based on Private Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.