Visa shares owned by Heirloom Wealth Management
Quarter-by-quarter ownership of Visa (V) shares owned by Heirloom Wealth Management
from 13F filings
Historical chart of Heirloom Wealth Management investment in Visa
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Quarterly reported holdings in Visa by Heirloom Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $19M | 69k | 274.95 |
| 2024-06-30 | $18M | 67k | 262.47 |
| 2024-03-31 | $19M | 69k | 279.08 |
| 2023-12-31 | $18M | 70k | 260.35 |
| 2023-09-30 | $16M | 69k | 230.01 |
| 2023-06-30 | $17M | 71k | 237.48 |
| 2023-03-31 | $16M | 69k | 225.46 |
| 2022-12-31 | $12M | 59k | 207.76 |
| 2022-06-30 | $11M | 55k | 210.26 |
| 2022-03-31 | $10M | 51k | 199.23 |
| 2021-12-31 | $11M | 53k | 201.85 |
More positions owned by Heirloom Wealth Management
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