Visa shares owned by Monticello Wealth Management
Quarter-by-quarter ownership of Visa (V) shares owned by Monticello Wealth Management
from 13F filings
Historical chart of Monticello Wealth Management investment in Visa
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Quarterly reported holdings in Visa by Monticello Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 4.0k | 341.40 |
| 2025-06-30 | $1.5M | 4.3k | 355.06 |
| 2025-03-31 | $1.5M | 4.4k | 350.49 |
| 2024-12-31 | $1.4M | 4.5k | 316.01 |
| 2024-09-30 | $1.3M | 4.7k | 279.10 |
| 2024-06-30 | $1.2M | 4.4k | 262.47 |
| 2024-03-31 | $1.3M | 4.7k | 279.10 |
| 2023-12-31 | $1.3M | 4.9k | 260.33 |
| 2023-09-30 | $1.2M | 5.4k | 230.02 |
| 2023-06-30 | $1.3M | 5.7k | 237.49 |
| 2023-03-31 | $1.1M | 5.4k | 210.30 |
| 2022-12-31 | $998k | 4.8k | 207.77 |
| 2022-09-30 | $853k | 4.8k | 177.78 |
| 2022-06-30 | $956k | 4.9k | 196.83 |
| 2022-03-31 | $1.1M | 4.8k | 221.76 |
| 2021-12-31 | $583k | 2.7k | 216.81 |
More positions owned by Monticello Wealth Management
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