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Visa shares owned by Heritage Investment Group

Quarter-by-quarter ownership of Visa (V) shares owned by Heritage Investment Group from 13F filings

Historical chart of Heritage Investment Group investment in Visa

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All positions including Visa held by Heritage Investment Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Visa by Heritage Investment Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $323k 1.2k 278.69
2023-12-31 $295k 1.1k 260.14
2023-09-30 $261k 1.1k 230.16
2023-06-30 $232k 979 236.98
2023-03-31 $221k 979 225.74
2022-12-31 $203k 979 207.35
2022-03-31 $244k 1.1k 222.02

More positions owned by Heritage Investment Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Shrt Nat Mun Etf (SUB)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Global Reit Etf (REET)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Rus 1000 Etf (IWB)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Core Msci Intl (IDEV)
Dimensional Etf Trust Short Duration F (DFSD)

View all positions for Heritage Investment Group

Top funds holding Visa

Vanguard Group
T. Rowe Price Associates
Bank of America Corporation
Alliancebernstein
Massachusetts Financial Services
Goldman Sachs Group
Royal Bank of Canada
Wellington Management Company
Norges Bank Investment Management
Legal & General Group
Bank of New York Mellon
Jennison Associates
Jpmorgan Chase & Co
Charles Schwab Investment Management
Barclays

View all funds holding Visa