Visa shares owned by Pensionmark Financial Group
Quarter-by-quarter ownership of Visa (V) shares owned by Pensionmark Financial Group
from 13F filings
Historical chart of Pensionmark Financial Group investment in Visa
Tip: Access up to 7 years of quarterly data
All positions including Visa held by Pensionmark Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Visa by Pensionmark Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $25M | 92k | 274.95 |
| 2024-06-30 | $7.1M | 27k | 262.47 |
| 2024-03-31 | $4.8M | 7.0k | 683.82 |
| 2023-12-31 | $5.1M | 20k | 260.35 |
| 2023-09-30 | $438k | 1.9k | 229.99 |
| 2023-06-30 | $455k | 1.9k | 237.48 |
| 2023-03-31 | $358k | 1.6k | 225.47 |
| 2022-12-31 | $357k | 1.7k | 207.76 |
| 2022-09-30 | $344k | 1.9k | 177.69 |
| 2022-06-30 | $408k | 2.0k | 208.59 |
| 2022-03-31 | $470k | 2.1k | 221.70 |
| 2021-12-31 | $477k | 2.1k | 225.96 |
| 2021-09-30 | $423k | 1.9k | 222.63 |
| 2021-06-30 | $440k | 1.9k | 233.92 |
| 2021-03-31 | $378k | 1.7k | 224.20 |
| 2020-12-31 | $307k | 1.5k | 210.13 |
| 2020-09-30 | $321k | 1.6k | 200.25 |
| 2020-06-30 | $315k | 1.6k | 198.86 |
| 2020-03-31 | $296k | 1.8k | 160.96 |
| 2019-12-31 | $275k | 1.5k | 187.97 |
| 2019-09-30 | $269k | 1.6k | 171.78 |
| 2019-06-30 | $293k | 1.7k | 177.15 |
| 2019-03-31 | $268k | 1.7k | 156.18 |
| 2018-12-31 | $730k | 5.1k | 142.00 |
More positions owned by Pensionmark Financial Group
View all positions for Pensionmark Financial Group