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Visa shares owned by Ptm Wealth Management

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

Historical chart of Ptm Wealth Management investment in Visa

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Visa by Ptm Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $229k 647 353.80

More positions owned by Ptm Wealth Management

Schwab Strategic Tr Fundamental Us L (FNDX)
Ssga Active Etf Tr State Street Ult (ULST)
Select Sector Spdr Tr State Street Tec (XLK)
Ishares Tr Us Sml Cap Eqt (SMLF)
Innovator Etfs Trust Defined Wlt Shld (BALT)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Innovator Etfs Trust U S Eq 10 Buffer (ZALT)
Apple (AAPL)
Fidelity Wise Origin Bitcoin SHS (FBTC)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Constellation Energy (CEG)
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)
Ishares Tr Msci Usa Min Vol (USMV)

View all positions for Ptm Wealth Management

Top funds holding Visa

Vanguard Group
BlackRock
State Street Corporation
FMR
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TCI Fund Management
Capital World Investors
Capital Research and Management Company - Division 3
Alliancebernstein
Northern Trust
Goldman Sachs Group
Jpmorgan Chase & Co
Charles Schwab Investment Management
UBS Group
Ameriprise Financial

View all funds holding Visa