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Visa shares owned by EverSource Wealth Advisors

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

Historical chart of EverSource Wealth Advisors investment in Visa

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Visa by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.2M 12k 260.35
2023-09-30 $2.7M 12k 230.01
2023-06-30 $2.8M 12k 237.50
2023-03-31 $2.4M 11k 225.46
2022-12-31 $2.3M 11k 207.76
2022-09-30 $1.5M 8.4k 177.80
2022-06-30 $1.8M 9.1k 196.93
2022-03-31 $1.7M 7.7k 221.48
2021-12-31 $1.1M 5.3k 214.77

More positions owned by EverSource Wealth Advisors

Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Growth Etf Etf (VUG)
Vanguard Value Etf Etf (VTV)
Apple Stock (AAPL)
iShares Gold Trust ETF Etf (IAU)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Dividend Appreciation Etf Etf (VIG)
Vanguard Health Care Etf Etf (VHT)
Microsoft Corp Stock (MSFT)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Total Stock Market Etf Etf (VTI)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Sovereigns Capital Flourish Fund Etf (SOVF)

View all positions for EverSource 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