A. Montag and Associates »

Visa shares owned by A. Montag and Associates

Quarter-by-quarter ownership of Visa (V) shares owned by A. Montag and Associates from 13F filings

Historical chart of A. Montag and Associates investment in Visa

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All positions including Visa held by A. Montag and Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Visa by A. Montag and Associates

Quarter filed Position value Share count Share price at filing
2023-12-31 $20M 78k 260.35
2023-09-30 $17M 74k 230.01
2023-06-30 $16M 68k 237.48
2023-03-31 $15M 65k 225.46
2022-12-31 $14M 68k 207.76
2022-09-30 $12M 69k 177.65
2022-06-30 $14M 70k 196.89
2022-03-31 $16M 71k 221.78
2021-12-31 $14M 64k 216.71
2021-09-30 $15M 66k 222.75
2021-06-30 $16M 68k 233.82
2021-03-31 $15M 70k 211.72
2020-12-31 $16M 71k 218.73
2020-09-30 $16M 79k 199.97
2020-06-30 $16M 80k 193.16
2020-03-31 $14M 86k 161.12
2019-12-31 $15M 78k 187.89
2019-09-30 $14M 84k 172.01
2019-06-30 $15M 85k 173.55
2019-03-31 $14M 88k 156.19
2018-12-31 $12M 93k 131.94
2018-09-30 $13M 84k 150.09
2018-06-30 $11M 85k 132.45
2018-03-31 $8.8M 74k 119.62
2017-12-31 $4.8M 42k 114.02
2017-09-30 $4.5M 42k 105.25
2017-06-30 $4.0M 42k 93.78
2017-03-31 $4.1M 46k 88.87
2016-12-31 $3.7M 47k 78.03
2016-09-30 $4.0M 48k 82.69
2016-06-30 $4.3M 58k 74.17
2016-03-31 $4.9M 64k 76.48
2015-12-31 $6.5M 84k 77.55
2015-09-30 $8.3M 120k 69.66
2015-06-30 $1.6M 24k 67.14
2015-03-31 $1.2M 19k 65.42
2014-12-31 $1.2M 4.8k 262.12
2014-09-30 $771k 3.6k 213.28
2014-06-30 $693k 3.3k 210.64
2014-03-31 $723k 3.4k 215.82
2013-12-31 $708k 3.2k 222.71

More positions owned by A. Montag and Associates

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Alphabet Cap Stk Cl C (GOOG)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Coca-Cola Company (KO)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Rus 1000 Etf (IWB)
Home Depot (HD)
Amazon (AMZN)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core S&p Scp Etf (IJR)
Adobe Systems Incorporated (ADBE)

View all positions for A. Montag and Associates

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
Jennison Associates
Bank of New York Mellon
Jpmorgan Chase & Co
Barclays
Charles Schwab Investment Management

View all funds holding Visa