Sound Income Strategies’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
$1.39M Buy
4,045
+258
+7% +$82.8K 0.06% 184
2026
Q1
$1.13M Buy
3,787
+62
+2% +$19.9K 0.05% 178
2025
Q4
$1.22M Buy
3,725
+647
+21% +$220K 0.06% 172
2025
Q3
$1.07M Buy
3,078
+430
+16% +$149K 0.06% 157
2025
Q2
$940K Sell
2,648
-1,431
-35% -$499K 0.05% 152
2025
Q1
$1.43M Buy
4,079
+224
+6% +$75.8K 0.08% 132
2024
Q4
$1.22M Sell
3,855
-190
-5% -$57.1K 0.08% 132
2024
Q3
$1.11M Sell
4,045
-227
-5% -$61.4K 0.07% 131
2024
Q2
$1.12M Buy
4,272
+547
+15% +$150K 0.07% 127
2024
Q1
$1.04M Buy
3,725
+1,965
+112% +$543K 0.08% 125
2023
Q4
$458K Buy
1,760
+117
+7% +$28.8K 0.04% 139
2023
Q3
$378K Sell
1,643
-432
-21% -$104K 0.03% 125
2023
Q2
$493K Buy
2,075
+426
+26% +$97.5K 0.05% 114
2023
Q1
$372K Buy
1,649
+672
+69% +$150K 0.04% 118
2022
Q4
$203K Buy
977
+40
+4% +$8.07K 0.03% 139
2022
Q3
$166K Sell
937
-71
-7% -$14.4K 0.02% 143
2022
Q2
$198K Hold
1,008
0.03% 137
2022
Q1
$224K Buy
1,008
+66
+7% +$14.3K 0.03% 135
2021
Q4
$204K Hold
942
0.02% 145
2021
Q3
$210K Buy
942
+392
+71% +$91.9K 0.03% 141
2021
Q2
$128K Sell
550
-34
-6% -$7.77K 0.02% 160
2021
Q1
$124K Buy
584
+22
+4% +$4.63K 0.02% 152
2020
Q4
$123K Buy
562
+138
+33% +$28.2K 0.03% 136
2020
Q3
$85K Buy
424
+46
+12% +$9.19K 0.02% 140
2020
Q2
$73K Sell
378
-13
-3% -$2.38K 0.02% 121
2020
Q1
$63K Sell
391
-162
-29% -$30.5K 0.02% 110
2019
Q4
$104K Sell
553
-129
-19% -$23.2K 0.03% 79
2019
Q3
$117K Buy
682
+351
+106% +$62.5K 0.04% 73
2019
Q2
$57K Buy
331
+194
+142% +$31.8K 0.02% 111
2019
Q1
$21K Hold
137
0.01% 227
2018
Q4
$18K Hold
137
0.01% 251
2018
Q3
$21K Buy
137
+75
+121% +$10.7K 0.01% 240
2018
Q2
$8K Hold
62
﹤0.01% 361
2018
Q1
$7K Sell
62
-32
-34% -$3.88K ﹤0.01% 345
2017
Q4
$11K Buy
+94
New +$10.4K 0.01% 212

Other funds holding V

Sound Income Strategies's V Position: Q2 2026 in Review

Sound Income Strategies increased its Visa (V) stake by 6.8% in Q2 2026, buying an estimated $82.8K and bringing the position to 4,045 shares worth $1.39M. The position accounts for 0.06% of the portfolio, ranked #184.

Sound Income Strategies first reported a position in V in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.43M in Q1 2025. 2,317 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Sound Income Strategies held 4,045 shares of Visa worth $1.39M as of Q2 2026.
  • Sound Income Strategies bought 258 Visa shares in Q2 2026, an estimated $82.8K.
  • Visa made up 0.06% of Sound Income Strategies's portfolio in Q2 2026, its #184 holding.
  • Sound Income Strategies first reported a position in Visa in Q4 2017 and has held it in 35 quarters since.
  • Sound Income Strategies's Visa position peaked at $1.43M in Q1 2025.
  • 2,317 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.