Visa shares owned by Heritage Wealth Management
Quarter-by-quarter ownership of Visa (V) shares owned by Heritage Wealth Management
from 13F filings
Historical chart of Heritage Wealth Management investment in Visa
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Quarterly reported holdings in Visa by Heritage Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $983k | 2.9k | 341.38 |
| 2025-06-30 | $1.0M | 2.9k | 355.05 |
| 2025-03-31 | $1.0M | 2.9k | 350.46 |
| 2024-12-31 | $842k | 2.7k | 316.04 |
| 2024-09-30 | $733k | 2.7k | 274.95 |
| 2024-06-30 | $721k | 2.7k | 270.36 |
More positions owned by Heritage Wealth Management
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