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Visa shares owned by Evergreen Wealth Management

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

Historical chart of Evergreen Wealth Management investment in Visa

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

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Quarterly reported holdings in Visa by Evergreen Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.9M 11k 274.96
2024-06-30 $2.6M 9.8k 262.48
2024-03-31 $2.7M 9.8k 279.09
2023-12-31 $2.6M 9.8k 260.36
2023-09-30 $2.2M 9.6k 230.00
2023-06-30 $2.2M 9.5k 237.48
2023-03-31 $2.1M 9.1k 225.46
2022-12-31 $1.9M 9.0k 207.76

More positions owned by Evergreen Wealth Management

Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Long Term Bond (BLV)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Meta Platforms Cl A (META)
Markel Corporation (MKL)
Vanguard Bd Index Fds Intermed Term (BIV)
Alphabet Cap Stk Cl A (GOOGL)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Diamond Hill Invt Group Com New (DHIL)
PIMCO Corporate Opportunity Fund (PTY)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for Evergreen Wealth Management

Top funds holding Visa

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

View all funds holding Visa