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
Download as csvQuarterly 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 |
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