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Visa shares owned by Consilio Wealth Advisors

Quarter-by-quarter ownership of Visa (V) shares owned by Consilio Wealth Advisors from 13F filings

Historical chart of Consilio Wealth Advisors investment in Visa

Tip: Access up to 7 years of quarterly data

All positions including Visa held by Consilio Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Visa by Consilio Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $398k 1.4k 279.13
2023-12-31 $338k 1.3k 260.40
2023-09-30 $245k 1.1k 228.96
2023-06-30 $257k 1.1k 237.53
2023-03-31 $238k 1.1k 225.49
2022-12-31 $204k 982 207.78

More positions owned by Consilio Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Mid Cap Etf (VO)
Microsoft Corporation (MSFT)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Eafe Grwth Etf (EFG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Scp Etf (IJR)
Amazon (AMZN)
Ishares Tr Rus 1000 Etf (IWB)
Hartford Fds Exchange Traded Mun Oportunite (HMOP)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Pimco Etf Tr 25yr+ Zero U S (ZROZ)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Consilio Wealth Advisors

Top funds holding Visa

Vanguard Group
T. Rowe Price Associates
Bank of America Corporation
Alliancebernstein
Massachusetts Financial Services
Goldman Sachs Group
Royal Bank of Canada
Wellington Management Company
Norges Bank Investment Management
Legal & General Group
Bank of New York Mellon
Jennison Associates
Jpmorgan Chase & Co
Barclays
Charles Schwab Investment Management

View all funds holding Visa