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Visa shares owned by AllSquare Wealth Management

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

Historical chart of AllSquare Wealth Management investment in Visa

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Visa by AllSquare Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $174k 663 262.47
2024-03-31 $185k 663 279.08
2023-12-31 $180k 693 260.35
2023-09-30 $159k 693 230.01
2023-06-30 $154k 693 221.64
2023-03-31 $156k 693 225.46
2022-12-31 $144k 693 207.76
2022-09-30 $123k 693 177.49
2022-06-30 $136k 693 196.25
2022-03-31 $154k 693 222.22
2021-12-31 $144k 666 216.22
2021-09-30 $213k 954 223.27
2021-06-30 $223k 954 233.75
2021-03-31 $185k 876 211.19
2020-12-31 $190k 867 219.15
2020-09-30 $123k 617 199.35
2020-06-30 $119k 617 192.87
2020-03-31 $112k 696 160.92
2019-12-31 $131k 696 188.22
2019-09-30 $126k 735 171.43
2019-06-30 $131k 757 173.05
2019-03-31 $118k 757 155.88
2018-12-31 $100k 757 132.10
2018-09-30 $101k 676 149.41
2018-06-30 $61k 461 132.32
2018-03-31 $42k 355 118.31
2017-12-31 $34k 300 113.33
2017-09-30 $32k 300 106.67
2016-12-31 $62k 789 78.58
2016-09-30 $65k 789 82.38
2016-06-30 $59k 789 74.78
2016-03-31 $60k 789 76.05
2015-12-31 $58k 753 77.03
2015-09-30 $52k 750 69.33
2015-06-30 $42k 632 66.46
2015-03-31 $41k 632 64.87
2014-12-31 $40k 151 264.90

More positions owned by AllSquare Wealth Management

Vanguard Total Stk Mkt Etf (VTI)
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Total International Bond Etf Etf (BNDX)
Rydex Etf Trust S&p Smallcap 600 Pure Va Etf (RZV)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Aam Low Duration Preferred And Income Securities Etf Etf (PFLD)
First Trust Global Tactical Commodity Strategy Fund Etf (FTGC)
Apple Stock (AAPL)
Microsoft Stock (MSFT)
Schwab International Equity Etf Etf (SCHF)
Schwab Emerging Market Eq Etf Etf (SCHE)
Google Stock (GOOGL)
Vanguard Total World Stock Etf Etf (VT)
Jpmorgan Ultra-short Income Etf Etf (JPST)

View all positions for AllSquare Wealth Management

Top funds holding Visa

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Morgan Stanley
T. Rowe Price Associates
Geode Capital Management
Bank of America Corporation
Capital World Investors
Capital Research and Management Company - Division 3
Alliancebernstein
Goldman Sachs Group
Royal Bank of Canada
Northern Trust
Massachusetts Financial Services

View all funds holding Visa