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Spectrum Wealth Counsel’s Visa V Stock Holding History

Spectrum Wealth Counsel’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$14.3M Buy
40,739
+2,856
+8% +$966K 1.71% 13
2024
Q4 		$12M Sell
37,883
-335
-0.9% -$101K 1.41% 18
2024
Q3 		$10.5M Sell
38,218
-101
-0.3% -$27.3K 1.24% 22
2024
Q2 		$10.1M Sell
38,319
-1,582
-4% -$434K 1.27% 23
2024
Q1 		$11.1M Sell
39,901
-119
-0.3% -$32.9K 1.36% 15
2023
Q4 		$10.4M Buy
+40,020
New +$9.86M 1.44% 13

Other funds holding V

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Spectrum Wealth Counsel's V Position: Q1 2025 in Review

Spectrum Wealth Counsel increased its Visa (V) stake by 7.5% in Q1 2025, buying an estimated $966K and bringing the position to 40,739 shares worth $14.3M. The position accounts for 1.71% of the portfolio, ranked #13.

Spectrum Wealth Counsel first reported a position in V in Q4 2023 and has held it in 6 quarters since. 4,278 funds tracked by Wall St. Rank hold V as of Q1 2025.

  • Spectrum Wealth Counsel held 40,739 shares of Visa worth $14.3M as of Q1 2025.
  • Spectrum Wealth Counsel bought 2,856 Visa shares in Q1 2025, an estimated $966K.
  • Visa made up 1.71% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #13 holding.
  • Spectrum Wealth Counsel first reported a position in Visa in Q4 2023 and has held it in 6 quarters since.
  • 4,278 funds tracked by Wall St. Rank held Visa as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.