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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All positions including Visa held by Heritage Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |
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