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Visa shares owned by Zrc Wealth Management

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

Historical chart of Zrc Wealth Management investment in Visa

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Visa by Zrc Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $254k 909 279.08
2023-12-31 $209k 909 230.01
2023-09-30 $170k 737 230.01
2023-06-30 $175k 737 237.48
2023-03-31 $166k 737 225.46

More positions owned by Zrc Wealth Management

Ishares Tr Core Total Usd (IUSB)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Ishares Tr Core S&p Us Gwt (IUSG)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core Us Aggbd Et (AGG)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Schwab Strategic Tr Us Reit Etf (SCHH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Microsoft Corporation (MSFT)

View all positions for Zrc Wealth Management

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