Western Wealth Management’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 | $13.9M | Buy |
40,403
+712
| +2% | +$229K | 0.45% | 40 |
|
|
2026
Q1 | $12M | Buy |
39,691
+7,148
| +22% | +$2.3M | 0.46% | 40 |
|
|
2025
Q4 | $11.4M | Buy |
32,543
+755
| +2% | +$257K | 0.53% | 34 |
|
|
2025
Q3 | $10.9M | Buy |
31,788
+1,075
| +4% | +$372K | 0.57% | 32 |
|
|
2025
Q2 | $10.9M | Buy |
30,713
+672
| +2% | +$234K | 0.65% | 28 |
|
|
2025
Q1 | $10.5M | Buy |
30,041
+600
| +2% | +$203K | 0.7% | 27 |
|
|
2024
Q4 | $9.3M | Sell |
29,441
-6,481
| -18% | -$1.95M | 0.61% | 32 |
|
|
2024
Q3 | $9.88M | Buy |
35,922
+6,202
| +21% | +$1.68M | 0.56% | 36 |
|
|
2024
Q2 | $7.8M | Buy |
29,720
+628
| +2% | +$172K | 0.58% | 35 |
|
|
2024
Q1 | $8.12M | Sell |
29,092
-6,580
| -18% | -$1.82M | 0.63% | 30 |
|
|
2023
Q4 | $9.29M | Buy |
35,672
+353
| +1% | +$87K | 0.67% | 29 |
|
|
2023
Q3 | $8.12M | Buy |
35,319
+1,674
| +5% | +$402K | 0.69% | 27 |
|
|
2023
Q2 | $7.99M | Buy |
33,645
+899
| +3% | +$206K | 0.68% | 27 |
|
|
2023
Q1 | $7.38M | Buy |
32,746
+390
| +1% | +$86.8K | 0.69% | 24 |
|
|
2022
Q4 | $6.72M | Sell |
32,356
-23,408
| -42% | -$4.72M | 0.69% | 26 |
|
|
2022
Q3 | $10.1M | Buy |
55,764
+106
| +0.2% | +$21.6K | 0.58% | 32 |
|
|
2022
Q2 | $11M | Sell |
55,658
-3,111
| -5% | -$643K | 0.63% | 24 |
|
|
2022
Q1 | $13M | Buy |
58,769
+32,495
| +124% | +$7.03M | 0.63% | 28 |
|
|
2021
Q4 | $5.7M | Buy |
+26,274
| New | +$5.64M | 0.56% | 31 |
|
|
2021
Q2 | $6.61M | Buy |
28,260
+5,767
| +26% | +$1.32M | 0.68% | 23 |
|
|
2021
Q1 | $4.76M | Sell |
22,493
-323
| -1% | -$68K | 0.64% | 24 |
|
|
2020
Q4 | $4.99M | Buy |
22,816
+262
| +1% | +$53.6K | 0.73% | 21 |
|
|
2020
Q3 | $4.51M | Buy |
22,554
+1,387
| +7% | +$277K | 0.74% | 24 |
|
|
2020
Q2 | $4.09M | Buy |
21,167
+191
| +0.9% | +$34.9K | 0.74% | 25 |
|
|
2020
Q1 | $3.38M | Buy |
20,976
+177
| +0.9% | +$33.3K | 0.77% | 23 |
|
|
2019
Q4 | $3.91M | Buy |
20,799
+693
| +3% | +$125K | 0.59% | 40 |
|
|
2019
Q3 | $3.46M | Buy |
20,106
+196
| +1% | +$34.9K | 0.72% | 24 |
|
|
2019
Q2 | $3.45M | Sell |
19,910
-176
| -0.9% | -$28.8K | 0.45% | 45 |
|
|
2019
Q1 | $3.13M | Buy |
20,086
+308
| +2% | +$44.4K | 0.7% | 27 |
|
|
2018
Q4 | $2.61M | Buy |
+19,778
| New | +$2.73M | 0.7% | 24 |
|
Other funds holding V
Western Wealth Management's V Position: Q2 2026 in Review
Western Wealth Management increased its Visa (V) stake by 1.8% in Q2 2026, buying an estimated $229K and bringing the position to 40,403 shares worth $13.9M. The position accounts for 0.45% of the portfolio, ranked #40.
Western Wealth Management first reported a position in V in Q4 2018 and has held it in 30 quarters since. 4,546 funds tracked by Wall St. Rank hold V as of Q2 2026.
- Western Wealth Management held 40,403 shares of Visa worth $13.9M as of Q2 2026.
- Western Wealth Management bought 712 Visa shares in Q2 2026, an estimated $229K.
- Visa made up 0.45% of Western Wealth Management's portfolio in Q2 2026, its #40 holding.
- Western Wealth Management first reported a position in Visa in Q4 2018 and has held it in 30 quarters since.
- 4,546 funds tracked by Wall St. Rank held Visa as of Q2 2026.
Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.