Visa shares owned by Aurum Wealth Management Group
Quarter-by-quarter ownership of Visa (V) shares owned by Aurum Wealth Management Group
from 13F filings
Historical chart of Aurum Wealth Management Group investment in Visa
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Quarterly reported holdings in Visa by Aurum Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $3.7M | 11k | 350.46 |
| 2024-12-31 | $3.3M | 10k | 316.04 |
| 2024-09-30 | $2.9M | 11k | 274.95 |
| 2024-06-30 | $2.7M | 10k | 262.47 |
| 2024-03-31 | $2.8M | 10k | 279.08 |
| 2023-12-31 | $2.8M | 11k | 260.34 |
| 2023-09-30 | $2.6M | 12k | 230.00 |
| 2023-06-30 | $2.2M | 9.1k | 237.49 |
| 2023-03-31 | $2.6M | 12k | 225.47 |
| 2022-12-31 | $2.0M | 9.5k | 207.76 |
| 2022-09-30 | $1.7M | 9.3k | 177.67 |
| 2022-06-30 | $1.8M | 9.1k | 196.89 |
| 2022-03-31 | $1.8M | 8.0k | 221.76 |
| 2021-12-31 | $1.6M | 7.4k | 216.76 |
| 2021-09-30 | $1.7M | 7.6k | 222.69 |
| 2021-06-30 | $1.6M | 6.7k | 233.77 |
| 2021-03-31 | $1.4M | 6.8k | 211.79 |
| 2020-12-31 | $318k | 1.5k | 219.01 |
| 2020-09-30 | $282k | 1.4k | 200.14 |
| 2020-06-30 | $318k | 1.6k | 193.20 |
| 2020-03-31 | $232k | 1.4k | 160.89 |
More positions owned by Aurum Wealth Management Group
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