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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

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Quarterly 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