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Visa shares owned by Precedent Wealth Partners

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

Historical chart of Precedent Wealth Partners investment in Visa

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Visa by Precedent Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $394k 1.4k 275.02
2024-06-30 $384k 1.5k 262.51
2024-03-31 $406k 1.5k 279.16
2023-12-31 $378k 1.5k 260.40

More positions owned by Precedent Wealth Partners

Vanguard Index Fds Total Stk Mkt (VTI)
Wisdomtree Tr Us Midcap Divid (DON)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Msci Eafe Etf (EFA)
Spdr Ser Tr S&p Divid Etf (SDY)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAY)
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAUG)
Ishares Tr National Mun Etf (MUB)
Wisdomtree Tr Us High Dividend (DHS)
Vanguard Bd Index Fds Intermed Term (BIV)
Apple (AAPL)

View all positions for Precedent Wealth Partners

Top funds holding Visa

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

View all funds holding Visa