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Visa shares owned by Monticello Wealth Management

Quarter-by-quarter ownership of Visa (V) shares owned by Monticello Wealth Management from 13F filings

Historical chart of Monticello Wealth Management investment in Visa

Tip: Access up to 7 years of quarterly data

All positions including Visa held by Monticello Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Visa by Monticello Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.3M 4.7k 279.10
2023-12-31 $1.3M 4.9k 260.33
2023-09-30 $1.2M 5.4k 230.02
2023-06-30 $1.3M 5.7k 237.49
2023-03-31 $1.1M 5.4k 210.30
2022-12-31 $998k 4.8k 207.77
2022-09-30 $853k 4.8k 177.78
2022-06-30 $956k 4.9k 196.83
2022-03-31 $1.1M 4.8k 221.76
2021-12-31 $583k 2.7k 216.81