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Visa shares owned by Melfa Wealth Management

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

Historical chart of Melfa Wealth Management investment in Visa

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Visa by Melfa Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $248k 900 275.02
2024-06-30 $247k 940 262.53
2024-03-31 $262k 940 279.13

More positions owned by Melfa Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Apple (AAPL)
Putnam Mun Opportunities Tr Sh Ben Int (PMO)
Blackrock Income Tr Com New (BKT)
Eaton Vance Muni Income Trus Sh Ben Int (EVN)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Blackrock Muniyield Insured Fund (MYI)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Blackrock Muniyield Quality Fund (MQY)
Neuberger Ber. Intermediate Muni. Fund (NBH)
Nuveen Insd Dividend Advantage (NVG)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Meta Platforms Cl A (META)
BlackRock MuniHoldings Fund (MHD)

View all positions for Melfa Wealth Management

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