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 |
|---|---|---|---|
| 2024-06-30 | $1.6M | 6.1k | 262.46 |
| 2024-03-31 | $1.9M | 6.7k | 279.10 |
| 2023-12-31 | $1.8M | 6.9k | 260.36 |
| 2022-12-31 | $5.3M | 26k | 207.76 |
| 2022-09-30 | $2.2M | 12k | 177.63 |
| 2022-06-30 | $2.3M | 12k | 196.89 |
| 2022-03-31 | $2.7M | 12k | 221.74 |
| 2021-09-30 | $2.1M | 9.2k | 222.76 |
| 2021-06-30 | $2.0M | 8.4k | 233.81 |
| 2021-03-31 | $1.8M | 8.5k | 211.71 |
More positions owned by Heritage Wealth Management
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