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Visa shares owned by Juncture Wealth Strategies

Quarter-by-quarter ownership of Visa (V) shares owned by Juncture Wealth Strategies from 13F filings

Historical chart of Juncture Wealth Strategies investment in Visa

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Visa by Juncture Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-09-30 $229k 833 274.95
2024-06-30 $223k 850 262.47
2024-03-31 $237k 850 279.08
2023-12-31 $221k 850 260.35
2023-06-30 $202k 850 237.48
2021-06-30 $263k 1.1k 238.22

More positions owned by Juncture Wealth Strategies

Vanguard Index Fds Large Cap Etf (VV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Global X Fds S&p 500 Covered (XYLD)
Global X Fds Global X Uranium (URA)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)

View all positions for Juncture Wealth Strategies

Top funds holding Visa

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Morgan Stanley
T. Rowe Price Associates
Geode Capital Management
Bank of America Corporation
Capital World Investors
Capital Research and Management Company - Division 3
Alliancebernstein
Goldman Sachs Group
Royal Bank of Canada
Northern Trust
Massachusetts Financial Services

View all funds holding Visa