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
2024-03-31 $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)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard World Health Car Etf (VHT)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Ishares Tr Exponential Tech (XT)
Fidelity Covington Trust Enhanced Large (FELV)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Apple (AAPL)
NVIDIA Corporation (NVDA)
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
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