Visa shares owned by Pension & Wealth Management Advisors
Quarter-by-quarter ownership of Visa (V) shares owned by Pension & Wealth Management Advisors
from 13F filings
Historical chart of Pension & Wealth Management Advisors investment in Visa
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Quarterly reported holdings in Visa by Pension & Wealth Management Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $700k | 2.0k | 343.28 |
| 2026-03-31 | $258k | 852 | 302.67 |
| 2025-12-31 | $360k | 1.0k | 350.97 |
| 2025-09-30 | $284k | 832 | 341.72 |
| 2025-06-30 | $302k | 850 | 355.10 |
| 2025-03-31 | $250k | 711 | 350.87 |
| 2024-12-31 | $193k | 610 | 316.10 |
| 2024-09-30 | $166k | 603 | 275.08 |
| 2024-06-30 | $262k | 997 | 262.69 |
| 2024-03-31 | $278k | 997 | 279.14 |
| 2023-12-31 | $130k | 500 | 260.47 |
| 2023-09-30 | $14k | 60 | 230.43 |
| 2023-06-30 | $14k | 2.0k | 7.30 |
More positions owned by Pension & Wealth Management Advisors
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