Essex Private Wealth Management »

Visa shares owned by Essex Private Wealth Management

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

Historical chart of Essex Private Wealth Management investment in Visa

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Visa by Essex Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $256k 930 275.05
2024-06-30 $244k 930 262.55
2024-03-31 $260k 930 279.16
2023-12-31 $242k 930 260.42
2023-09-30 $214k 930 230.06
2023-06-30 $221k 930 237.52
2023-03-31 $210k 930 225.49

More positions owned by Essex Private Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core High Dv Etf (HDV)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)
Vanguard World Health Car Etf (VHT)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Exponential Tech (XT)
Fidelity Covington Trust Enhanced Large (FELV)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Value Etf (VTV)

View all positions for Essex Private Wealth Management

Top funds holding Visa

Vanguard Group
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BlackRock
State Street Corporation
Morgan Stanley
T. Rowe Price Associates
Geode Capital Management
Bank of America Corporation
Capital World Investors
Capital Research and Management Company - Division 3
Alliancebernstein
Goldman Sachs Group
Royal Bank of Canada
Northern Trust
Massachusetts Financial Services

View all funds holding Visa