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
Download as csvQuarterly reported holdings in Visa by Caldwell Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 5.1k | 340.07 |
| 2025-06-30 | $1.8M | 5.1k | 354.66 |
| 2025-03-31 | $1.7M | 5.1k | 340.73 |
| 2024-12-31 | $1.6M | 5.1k | 314.90 |
| 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 |
More positions owned by Caldwell Investment Management
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