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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

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Visa by Heritage Wealth Management

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