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Visa shares owned by Caldwell Investment Management

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

Historical chart of Caldwell Investment Management investment in Visa

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Visa by Caldwell Investment Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.4M 5.1k 275.03
2024-06-30 $1.3M 5.1k 262.08
2024-03-31 $1.4M 5.1k 278.73
2023-12-31 $1.3M 5.1k 260.93
2023-09-30 $1.2M 5.1k 228.55
2023-06-30 $1.2M 5.1k 234.33
2023-03-31 $1.1M 5.1k 225.34
2022-12-31 $1.1M 5.1k 208.07
2022-09-30 $920k 5.1k 180.39
2022-06-30 $1.6M 8.3k 196.87
2022-03-31 $1.9M 8.3k 223.61
2021-12-31 $1.8M 8.3k 219.40