Visa shares owned by Beverly Hills Private Wealth
Quarter-by-quarter ownership of Visa (V) shares owned by Beverly Hills Private Wealth
from 13F filings
Historical chart of Beverly Hills Private Wealth investment in Visa
Tip: Access up to 7 years of quarterly data
All positions including Visa held by Beverly Hills Private Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Visa by Beverly Hills Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $6.4M | 18k | 350.72 |
| 2025-09-30 | $5.3M | 16k | 341.39 |
| 2025-06-30 | $5.1M | 14k | 355.05 |
| 2025-03-31 | $5.3M | 15k | 350.43 |
| 2024-12-31 | $4.7M | 15k | 316.00 |
| 2024-09-30 | $3.9M | 14k | 274.95 |
| 2024-03-31 | $1.5M | 5.5k | 279.05 |
| 2023-12-31 | $834k | 3.2k | 260.35 |
| 2023-09-30 | $374k | 1.6k | 230.01 |
| 2023-06-30 | $362k | 1.5k | 239.00 |
| 2023-03-31 | $233k | 1.0k | 225.46 |
More positions owned by Beverly Hills Private Wealth
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