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Visa shares owned by HB Wealth Management

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

Historical chart of HB Wealth Management investment in Visa

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Visa by HB Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $20M 76k 260.35
2023-09-30 $18M 76k 230.01
2023-06-30 $17M 71k 237.48
2023-03-31 $15M 67k 225.46
2022-12-31 $13M 64k 207.76
2022-09-30 $9.9M 56k 177.66
2022-06-30 $9.7M 49k 196.88
2022-03-31 $10M 46k 221.77
2021-12-31 $7.4M 34k 216.70

More positions owned by HB Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Home Depot (HD)
Ishares Tr S&p 500 Grwt Etf (IVW)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Ttl Stk (ITOT)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)

View all positions for HB 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