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Visa shares owned by Cook Wealth Management Group

Quarter-by-quarter ownership of Visa (V) shares owned by Cook Wealth Management Group from 13F filings

Historical chart of Cook Wealth Management Group investment in Visa

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

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Quarterly reported holdings in Visa by Cook Wealth Management Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $261k 960 271.65
2023-09-30 $222k 960 231.28
2023-06-30 $225k 960 234.44
2023-03-31 $219k 955 229.01
2022-12-31 $204k 980 207.76

More positions owned by Cook Wealth Management Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Intl Qualty (IQLT)
Global X Fds Nasdaq 100 Cover (QYLD)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr National Mun Etf (MUB)
BlackRock Enhanced Dividend Achievers Tr (BDJ)
Vanguard Index Fds Mid Cap Etf (VO)
Microsoft Corporation (MSFT)
Invesco Actively Managed Etf Total Return (GTO)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Esg Awr Msci Usa (ESGU)

View all positions for Cook Wealth Management Group

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
Jennison Associates
Bank of New York Mellon
Jpmorgan Chase & Co
Barclays
Charles Schwab Investment Management

View all funds holding Visa