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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

Tip: Access up to 7 years of quarterly data

All positions including Visa held by Castle Rock Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Visa by Castle Rock Wealth Management

Quarter filed Position value Share count Share price at filing
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