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Visa shares owned by Marks Group Wealth Management

Quarter-by-quarter ownership of Visa (V) shares owned by Marks Group Wealth Management from 13F filings

Historical chart of Marks Group Wealth Management investment in Visa

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Visa by Marks Group Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $15M 56k 260.35
2023-09-30 $13M 56k 230.01
2023-06-30 $13M 56k 237.48
2023-03-31 $13M 56k 225.46
2022-12-31 $7.7M 37k 207.76
2022-09-30 $6.6M 37k 179.49
2022-06-30 $7.3M 36k 202.13
2022-03-31 $7.6M 34k 221.78
2021-12-31 $5.2M 32k 163.71
2021-09-30 $6.5M 30k 222.19
2021-06-30 $6.2M 26k 234.40
2021-03-31 $5.6M 26k 211.68
2020-12-31 $5.6M 26k 218.75
2020-09-30 $4.8M 24k 199.98
2020-06-30 $7.3M 38k 193.63
2020-03-31 $5.1M 32k 159.29
2019-12-31 $6.3M 35k 184.00