Xcel 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 | $1.17M | Sell |
3,396
-26
| -0.8% | -$8.35K | 0.28% | 68 |
|
|
2026
Q1 | $1.03M | Sell |
3,422
-2,000
| -37% | -$643K | 0.29% | 69 |
|
|
2025
Q4 | $1.9M | Hold |
5,422
| – | – | 0.48% | 53 |
|
|
2025
Q3 | $1.85M | Buy |
5,422
+11
| +0.2% | +$3.81K | 0.48% | 51 |
|
|
2025
Q2 | $1.92M | Buy |
5,411
+27
| +0.5% | +$9.41K | 0.55% | 44 |
|
|
2025
Q1 | $1.89M | Hold |
5,384
| – | – | 0.59% | 44 |
|
|
2024
Q4 | $1.7M | Hold |
5,384
| – | – | 0.47% | 42 |
|
|
2024
Q3 | $1.48M | Sell |
5,384
-13
| -0.2% | -$3.52K | 0.43% | 50 |
|
|
2024
Q2 | $1.42M | Sell |
5,397
-335
| -6% | -$91.8K | 0.44% | 46 |
|
|
2024
Q1 | $1.6M | Buy |
5,732
+43
| +0.8% | +$11.9K | 0.5% | 47 |
|
|
2023
Q4 | $1.48M | Hold |
5,689
| – | – | 0.52% | 47 |
|
|
2023
Q3 | $1.31M | Buy |
5,689
+238
| +4% | +$57.2K | 0.52% | 46 |
|
|
2023
Q2 | $1.29M | Sell |
5,451
-20
| -0.4% | -$4.58K | 0.41% | 56 |
|
|
2023
Q1 | $1.23M | Buy |
5,471
+100
| +2% | +$22.3K | 0.43% | 51 |
|
|
2022
Q4 | $1.12M | Sell |
5,371
-25
| -0.5% | -$5.04K | 0.44% | 50 |
|
|
2022
Q3 | $959K | Hold |
5,396
| – | – | 0.36% | 56 |
|
|
2022
Q2 | $1.06M | Sell |
5,396
-19,185
| -78% | -$3.96M | 0.39% | 54 |
|
|
2022
Q1 | $5.45M | Sell |
24,581
-3,795
| -13% | -$821K | 1.49% | 21 |
|
|
2021
Q4 | $6.15M | Buy |
28,376
+54
| +0.2% | +$11.6K | 1.58% | 21 |
|
|
2021
Q3 | $6.31M | Hold |
28,322
| – | – | 1.83% | 18 |
|
|
2021
Q2 | $6.62M | Sell |
28,322
-1,185
| -4% | -$271K | 2% | 18 |
|
|
2021
Q1 | $6.25M | Buy |
29,507
+1,540
| +6% | +$324K | 2.23% | 14 |
|
|
2020
Q4 | $6.12M | Sell |
27,967
-500
| -2% | -$102K | 2.64% | 9 |
|
|
2020
Q3 | $5.69M | Sell |
28,467
-95
| -0.3% | -$19K | 2.93% | 8 |
|
|
2020
Q2 | $5.52M | Buy |
28,562
+7,537
| +36% | +$1.38M | 3.42% | 7 |
|
|
2020
Q1 | $3.39M | Sell |
21,025
-1,125
| -5% | -$212K | 3.05% | 9 |
|
|
2019
Q4 | $4.16M | Sell |
22,150
-250
| -1% | -$45K | 3.46% | 11 |
|
|
2019
Q3 | $3.85M | Buy |
22,400
+250
| +1% | +$44.5K | 3.57% | 9 |
|
|
2019
Q2 | $3.84M | Hold |
22,150
| – | – | 3.77% | 7 |
|
|
2019
Q1 | $3.46M | Buy |
22,150
+1,750
| +9% | +$252K | 3.57% | 9 |
|
|
2018
Q4 | $2.69M | Buy |
+20,400
| New | +$2.82M | 3.29% | 10 |
|
Other funds holding V
Xcel Wealth Management's V Position: Q2 2026 in Review
Xcel Wealth Management reduced its Visa (V) stake by 0.76% in Q2 2026, selling an estimated $8.35K and leaving 3,396 shares worth $1.17M. The position accounts for 0.28% of the portfolio, ranked #68.
Xcel Wealth Management first reported a position in V in Q4 2018 and has held it in 31 quarters since. The position peaked at $6.62M in Q2 2021. 4,569 funds tracked by Wall St. Rank hold V as of Q2 2026.
- Xcel Wealth Management held 3,396 shares of Visa worth $1.17M as of Q2 2026.
- Xcel Wealth Management sold 26 Visa shares in Q2 2026, an estimated $8.35K.
- Visa made up 0.28% of Xcel Wealth Management's portfolio in Q2 2026, its #68 holding.
- Xcel Wealth Management first reported a position in Visa in Q4 2018 and has held it in 31 quarters since.
- Xcel Wealth Management's Visa position peaked at $6.62M in Q2 2021.
- 4,569 funds tracked by Wall St. Rank held Visa as of Q2 2026.
Based on Xcel Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.