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Visa shares owned by Pinnacle Wealth Management Advisory

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

Historical chart of Pinnacle Wealth Management Advisory investment in Visa

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Visa by Pinnacle Wealth Management Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.8M 10k 279.08
2023-12-31 $2.6M 9.9k 260.35
2023-09-30 $2.3M 9.9k 230.01
2023-06-30 $2.4M 10k 237.48
2023-03-31 $2.4M 11k 225.46
2022-12-31 $2.2M 11k 207.76
2022-09-30 $1.5M 8.2k 177.70
2022-06-30 $1.6M 8.0k 196.89
2022-03-31 $1.9M 8.8k 221.75
2021-12-31 $1.4M 6.3k 216.70
2021-09-30 $1.2M 5.6k 222.72
2021-06-30 $1.4M 6.1k 233.89
2021-03-31 $1.0M 4.8k 211.75
2020-12-31 $1.1M 4.8k 218.76
2020-09-30 $1.1M 5.4k 200.00
2020-06-30 $1.3M 6.5k 193.12
2020-03-31 $889k 5.5k 161.05
2019-12-31 $908k 4.8k 187.99
2019-09-30 $793k 4.6k 171.94
2019-06-30 $773k 4.5k 173.63
2019-03-31 $695k 4.5k 156.11
2018-12-31 $462k 3.5k 131.92
2018-09-30 $544k 3.6k 149.99
2018-06-30 $462k 3.5k 132.38
2018-03-31 $417k 3.5k 119.48
2017-12-31 $392k 3.4k 113.95
2017-09-30 $367k 3.5k 105.16
2017-06-30 $349k 3.7k 93.69
2017-03-31 $257k 2.9k 88.93
2016-12-31 $269k 3.5k 77.97
2016-09-30 $285k 3.5k 82.61
2016-06-30 $263k 3.6k 74.08
2016-03-31 $311k 4.1k 76.60
2015-12-31 $253k 3.3k 77.61
2015-09-30 $234k 3.4k 69.64
2015-06-30 $247k 3.7k 67.21
2015-03-31 $271k 4.1k 65.38
2014-12-31 $395k 1.5k 262.46

More positions owned by Pinnacle Wealth Management Advisory

Apple (AAPL)
iShares MSCI USA Quality Etf (QUAL)
Microsoft Corporation (MSFT)
Vanguard High Div Yield ETF Etf (VYM)
Vanguard Small-Cap ETF Etf (VB)
SPDR S&P 500 ETF Tr Etf (SPY)
Schwab US DVD equity ETF Etf (SCHD)
Vanguard US Total Stock Market Etf (VTI)
iShares Core S&P 500 Index Fun Etf (IVV)
Vanguard FTSE Developed Market Etf (VEA)
Vanguard FTSE All World Ex US Etf (VEU)
Invesco QQQ Trust Series I Etf (QQQ)
JPMorgan Equity Premium ETF Etf (JEPI)
iShares Core S&P S/C ETF Etf (IJR)
Berkshire Hathaway (BRK.B)

View all positions for Pinnacle Wealth Management Advisory

Top funds holding Visa

Vanguard Group
T. Rowe Price Associates
Bank of America Corporation
Alliancebernstein
Massachusetts Financial Services
Goldman Sachs Group
Royal Bank of Canada
Wellington Management Company
Norges Bank Investment Management
Legal & General Group
Jennison Associates
Bank of New York Mellon
Jpmorgan Chase & Co
Barclays
Charles Schwab Investment Management

View all funds holding Visa