Visa shares owned by Castle Rock Wealth Management
Quarter-by-quarter ownership of Visa (V) shares owned by Castle Rock Wealth Management
from 13F filings
Historical chart of Castle Rock Wealth Management investment in Visa
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Quarterly reported holdings in Visa by Castle Rock Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.3M | 16k | 275.67 |
| 2024-06-30 | $4.0M | 15k | 263.25 |
| 2024-03-31 | $4.0M | 15k | 267.29 |
| 2023-12-31 | $2.7M | 11k | 259.09 |
| 2023-09-30 | $2.4M | 10k | 235.27 |
| 2023-06-30 | $2.4M | 10k | 239.44 |
| 2023-03-31 | $2.4M | 10k | 233.19 |
| 2022-12-31 | $2.3M | 10k | 224.82 |
| 2022-09-30 | $1.8M | 10k | 179.16 |
| 2022-06-30 | $2.0M | 9.9k | 202.80 |
| 2022-03-31 | $2.0M | 9.5k | 215.71 |
| 2021-12-31 | $2.6M | 13k | 205.94 |
| 2021-09-30 | $2.8M | 13k | 220.51 |
| 2021-06-30 | $2.7M | 11k | 238.08 |
| 2021-03-31 | $2.4M | 11k | 227.58 |
| 2020-12-31 | $2.0M | 10k | 202.04 |
| 2020-09-30 | $1.9M | 9.5k | 198.41 |
| 2020-06-30 | $1.6M | 8.5k | 192.32 |
| 2020-03-31 | $1.2M | 6.8k | 180.87 |
| 2019-12-31 | $2.5M | 12k | 203.92 |
| 2019-09-30 | $2.3M | 13k | 179.58 |
| 2019-06-30 | $2.2M | 12k | 173.56 |
| 2019-03-31 | $1.3k | 8.5k | 0.16 |
| 2018-12-31 | $1.2M | 8.4k | 142.58 |
| 2018-09-30 | $976k | 6.9k | 140.76 |
| 2018-06-30 | $996k | 7.5k | 132.48 |
| 2018-03-31 | $721k | 6.0k | 119.61 |
| 2017-12-31 | $716k | 6.3k | 113.94 |
More positions owned by Castle Rock Wealth Management
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