Visa shares owned by Congress Wealth Management LLC / DE /
Quarter-by-quarter ownership of Visa (V) shares owned by Congress Wealth Management LLC / DE /
from 13F filings
Historical chart of Congress Wealth Management LLC / DE / investment in Visa
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Quarterly reported holdings in Visa by Congress Wealth Management LLC / DE /
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $49M | 156k | 316.04 |
| 2024-09-30 | $46M | 167k | 274.95 |
| 2024-03-31 | $36M | 128k | 279.08 |
| 2023-12-31 | $33M | 128k | 260.35 |
| 2023-09-30 | $28M | 123k | 230.01 |
| 2023-06-30 | $28M | 119k | 237.48 |
| 2023-03-31 | $27M | 118k | 225.46 |
| 2022-12-31 | $25M | 118k | 207.76 |
| 2022-09-30 | $20M | 114k | 177.65 |
| 2022-06-30 | $22M | 110k | 196.89 |
| 2022-03-31 | $24M | 109k | 221.77 |
| 2021-12-31 | $23M | 106k | 216.70 |
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