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Visa shares owned by One Charles Private Wealth Services

Quarter-by-quarter ownership of Visa (V) shares owned by One Charles Private Wealth Services from 13F filings

Historical chart of One Charles Private Wealth Services investment in Visa

Tip: Access up to 7 years of quarterly data

All positions including Visa held by One Charles Private Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Visa by One Charles Private Wealth Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $242k 881 274.95
2024-03-31 $246k 881 279.08
2020-09-30 $486k 2.4k 199.92
2020-06-30 $470k 2.4k 193.34

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Berkshire Hathaway Inc Del Cl B New (BRK.B)
Acv Auctions Com Cl A (ACVA)
Texas Pacific Land Corp (TPL)
Listed Fd Tr Horizon Kinetics (INFL)
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Select Sector Spdr Tr Technology (XLK)
Apple (AAPL)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ark Etf Tr Innovation Etf (ARKK)
Select Sector Spdr Tr Sbi Healthcare (XLV)
American Water Works (AWK)
Harbor Etf Trust Harbor Commodity (HGER)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for One Charles Private Wealth Services

Top funds holding Visa

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

View all funds holding Visa