Visa shares owned by Charter Oak Capital Management
Quarter-by-quarter ownership of Visa (V) shares owned by Charter Oak Capital Management
from 13F filings
Historical chart of Charter Oak Capital Management investment in Visa
Tip: Access up to 7 years of quarterly data
All positions including Visa held by Charter Oak Capital Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Visa by Charter Oak Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $932k | 2.7k | 341.37 |
| 2025-06-30 | $1.0M | 2.8k | 355.00 |
| 2025-03-31 | $738k | 2.1k | 350.51 |
| 2024-12-31 | $598k | 1.9k | 316.05 |
| 2024-09-30 | $502k | 1.8k | 274.91 |
| 2024-06-30 | $318k | 1.2k | 262.45 |
| 2024-03-31 | $465k | 1.7k | 279.13 |
| 2023-12-31 | $319k | 1.2k | 260.40 |
| 2023-09-30 | $260k | 1.1k | 230.05 |
| 2023-06-30 | $268k | 1.1k | 237.51 |
| 2023-03-31 | $200k | 887 | 225.48 |
| 2022-06-30 | $184k | 933 | 197.21 |
| 2022-03-31 | $207k | 933 | 221.87 |
| 2021-12-31 | $182k | 838 | 217.18 |
| 2021-09-30 | $186k | 835 | 222.75 |
| 2021-06-30 | $195k | 835 | 233.53 |
| 2021-03-31 | $177k | 835 | 211.98 |
| 2020-12-31 | $179k | 816 | 219.36 |
More positions owned by Charter Oak Capital Management
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