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Visa shares owned by Opes Wealth Management

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

Historical chart of Opes Wealth Management investment in Visa

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

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Quarterly reported holdings in Visa by Opes Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $272k 859 316.04
2024-09-30 $218k 791 274.95
2024-06-30 $208k 791 262.47
2024-03-31 $218k 782 279.08
2023-12-31 $244k 935 260.38

More positions owned by Opes Wealth Management

Apple (AAPL)
Schwab Strategic Tr Fundamental Intl (FNDF)
Ishares Tr Calif Mun Bd Etf (CMF)
Ishares Tr Core Total Usd (IUSB)
Gilead Sciences (GILD)
Schwab Strategic Tr Fundamental Us B (FNDB)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Fundamental Us L (FNDX)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Opes Wealth Management

Top funds holding Visa

Vanguard Group
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
TCI Fund Management
Royal Bank of Canada
Goldman Sachs Group
Northern Trust
Massachusetts Financial Services

View all funds holding Visa