Sugarloaf Wealth Management »

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Visa by Sugarloaf Wealth Management

Quarter filed Position value Share count Share price at filing
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