Westside Investment 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 | $503K | Buy |
1,467
+41
| +3% | +$13.2K | 0.07% | 204 |
|
|
2026
Q1 | $430K | Hold |
1,426
| – | – | 0.07% | 205 |
|
|
2025
Q4 | $497K | Buy |
1,426
+1
| +0.1% | +$341 | 0.08% | 176 |
|
|
2025
Q3 | $492K | Buy |
1,425
+307
| +27% | +$106K | 0.08% | 185 |
|
|
2025
Q2 | $397K | Buy |
1,118
+305
| +38% | +$106K | 0.07% | 186 |
|
|
2025
Q1 | $284K | Hold |
813
| – | – | 0.06% | 197 |
|
|
2024
Q4 | $257K | Buy |
813
+18
| +2% | +$5.41K | 0.05% | 204 |
|
|
2024
Q3 | $218K | Sell |
795
-30
| -4% | -$8.11K | 0.05% | 226 |
|
|
2024
Q2 | $217K | Buy |
825
+67
| +9% | +$18.4K | 0.05% | 218 |
|
|
2024
Q1 | $212K | Buy |
758
+90
| +13% | +$24.8K | 0.05% | 219 |
|
|
2023
Q4 | $174K | Hold |
668
| – | – | 0.04% | 224 |
|
|
2023
Q3 | $154K | Hold |
668
| – | – | 0.04% | 226 |
|
|
2023
Q2 | $159K | Sell |
668
-24
| -3% | -$5.49K | 0.04% | 229 |
|
|
2023
Q1 | $156K | Sell |
692
-17
| -2% | -$3.78K | 0.05% | 232 |
|
|
2022
Q4 | $147 | Buy |
709
+156
| +28% | +$31.5K | ﹤0.01% | 340 |
|
|
2022
Q3 | $98 | Hold |
553
| – | – | ﹤0.01% | 360 |
|
|
2022
Q2 | $109 | Sell |
553
-26
| -4% | -$5.37K | ﹤0.01% | 346 |
|
|
2022
Q1 | $128 | Hold |
579
| – | – | ﹤0.01% | 347 |
|
|
2021
Q4 | $125 | Hold |
579
| – | – | ﹤0.01% | 330 |
|
|
2021
Q3 | $129 | Hold |
579
| – | – | ﹤0.01% | 322 |
|
|
2021
Q2 | $135 | Hold |
579
| – | – | ﹤0.01% | 314 |
|
|
2021
Q1 | $122 | Sell |
579
-49
| -8% | -$10.3K | ﹤0.01% | 315 |
|
|
2020
Q4 | $137 | Buy |
628
+76
| +14% | +$15.6K | ﹤0.01% | 270 |
|
|
2020
Q3 | $110 | Hold |
552
| – | – | ﹤0.01% | 295 |
|
|
2020
Q2 | $106 | Hold |
552
| – | – | ﹤0.01% | 270 |
|
|
2020
Q1 | $88 | Buy |
+552
| New | +$104K | ﹤0.01% | 287 |
|
|
2019
Q2 | $257 | Buy |
+1,481
| New | +$242K | ﹤0.01% | 174 |
|
|
2018
Q4 | $195K | Sell |
1,481
-149
| -9% | -$20.6K | 0.07% | 160 |
|
|
2018
Q3 | $246K | Hold |
1,630
| – | – | 0.08% | 131 |
|
|
2018
Q2 | $216K | Buy |
1,630
+110
| +7% | +$14.2K | 0.08% | 156 |
|
|
2018
Q1 | $180K | Sell |
1,520
-100
| -6% | -$12.1K | 0.1% | 160 |
|
|
2017
Q4 | $193K | Sell |
1,620
-60
| -4% | -$6.63K | 0.1% | 155 |
|
|
2017
Q3 | $180K | Hold |
1,680
| – | – | 0.11% | 146 |
|
|
2017
Q2 | $160K | Buy |
1,680
+40
| +2% | +$3.71K | 0.1% | 156 |
|
|
2017
Q1 | $146K | Buy |
1,640
+788
| +92% | +$67.8K | 0.07% | 154 |
|
|
2016
Q4 | $69.7K | Buy |
+852
| New | +$68.5K | 0.05% | 165 |
|
Other funds holding V
ECU
RG
SCI
Westside Investment Management's V Position: Q2 2026 in Review
Westside Investment Management increased its Visa (V) stake by 2.9% in Q2 2026, buying an estimated $13.2K and bringing the position to 1,467 shares worth $503K. The position accounts for 0.07% of the portfolio, ranked #204.
Westside Investment Management first reported a position in V in Q4 2016 and has held it in 36 quarters since. 2,268 funds tracked by Wall St. Rank hold V as of Q2 2026.
- Westside Investment Management held 1,467 shares of Visa worth $503K as of Q2 2026.
- Westside Investment Management bought 41 Visa shares in Q2 2026, an estimated $13.2K.
- Visa made up 0.07% of Westside Investment Management's portfolio in Q2 2026, its #204 holding.
- Westside Investment Management first reported a position in Visa in Q4 2016 and has held it in 36 quarters since.
- 2,268 funds tracked by Wall St. Rank held Visa as of Q2 2026.
Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.