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Visa shares owned by Sugarloaf Wealth Management

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

Historical chart of Sugarloaf Wealth Management investment in Visa

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Visa by Sugarloaf Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.9M 14k 279.07
2023-12-31 $3.5M 13k 260.35
2023-09-30 $3.0M 13k 230.01
2023-06-30 $3.3M 14k 237.49
2023-03-31 $3.3M 15k 225.47
2022-12-31 $3.2M 15k 207.76
2022-09-30 $2.7M 15k 177.79
2022-06-30 $2.8M 14k 196.90
2022-03-31 $2.9M 13k 223.34
2021-12-31 $2.7M 13k 216.71
2021-09-30 $2.5M 11k 222.78
2021-06-30 $2.5M 11k 234.00
2021-03-31 $2.1M 9.8k 211.69
2020-12-31 $1.8M 8.4k 218.74
2020-09-30 $1.7M 8.5k 200.59
2020-06-30 $1.6M 8.5k 193.13
2020-03-31 $1.3M 8.3k 161.12
2019-12-31 $1.1M 5.8k 187.93