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Visa shares owned by Smallwood Wealth Investment Management

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

Historical chart of Smallwood Wealth Investment Management investment in Visa

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Visa by Smallwood Wealth Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $214k 627 341.70
2025-06-30 $224k 629 355.27
2025-03-31 $217k 620 350.56
2022-12-31 $541k 2.6k 207.78
2022-09-30 $462k 2.6k 177.49
2022-06-30 $490k 2.5k 197.02