Visa shares owned by Sugarloaf Wealth Management
Quarter-by-quarter ownership of Visa (V) shares owned by Sugarloaf Wealth Management
from 13F filings
Historical chart of Sugarloaf Wealth Management investment in Visa
Tip: Access up to 7 years of quarterly data
All positions including Visa held by Sugarloaf Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Visa by Sugarloaf Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $4.4M | 14k | 316.05 |
| 2024-09-30 | $4.0M | 14k | 274.96 |
| 2024-06-30 | $3.7M | 14k | 262.46 |
| 2024-03-31 | $3.9M | 14k | 279.07 |
| 2023-12-31 | $3.5M | 13k | 260.35 |
| 2023-09-30 | $3.0M | 13k | 230.01 |
| 2023-06-30 | $3.3M | 14k | 237.49 |
| 2023-03-31 | $3.3M | 15k | 225.47 |
| 2022-12-31 | $3.2M | 15k | 207.76 |
| 2022-09-30 | $2.7M | 15k | 177.79 |
| 2022-06-30 | $2.8M | 14k | 196.90 |
| 2022-03-31 | $2.9M | 13k | 223.34 |
| 2021-12-31 | $2.7M | 13k | 216.71 |
| 2021-09-30 | $2.5M | 11k | 222.78 |
| 2021-06-30 | $2.5M | 11k | 234.00 |
| 2021-03-31 | $2.1M | 9.8k | 211.69 |
| 2020-12-31 | $1.8M | 8.4k | 218.74 |
| 2020-09-30 | $1.7M | 8.5k | 200.59 |
| 2020-06-30 | $1.6M | 8.5k | 193.13 |
| 2020-03-31 | $1.3M | 8.3k | 161.12 |
| 2019-12-31 | $1.1M | 5.8k | 187.93 |
More positions owned by Sugarloaf Wealth Management
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