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Visa shares owned by Venturi Wealth Management

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

Historical chart of Venturi Wealth Management investment in Visa

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Visa by Venturi Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.5M 17k 260.35
2023-09-30 $4.0M 17k 230.00
2023-06-30 $4.2M 18k 237.49
2023-03-31 $3.8M 17k 225.47
2022-12-31 $3.7M 18k 207.76
2022-09-30 $3.1M 17k 177.66
2022-06-30 $3.1M 16k 196.85
2022-03-31 $3.6M 16k 221.80
2021-12-31 $3.2M 15k 216.67
2021-09-30 $3.1M 14k 222.73
2021-06-30 $3.6M 16k 233.80
2021-03-31 $3.6M 17k 211.76
2020-12-31 $3.8M 17k 218.75
2020-09-30 $3.5M 18k 199.99
2020-06-30 $2.7M 14k 193.18
2020-03-31 $1.5M 9.1k 161.16
2019-12-31 $1.2M 6.5k 187.90
2019-09-30 $1.0M 6.1k 171.97
2019-06-30 $827k 4.8k 173.56
2019-03-31 $839k 5.3k 157.35
2018-12-31 $759k 5.9k 128.19
2018-09-30 $520k 3.5k 150.72
2018-06-30 $483k 3.5k 140.00
2018-03-31 $413k 3.5k 119.71
2017-12-31 $459k 4.0k 114.07
2017-09-30 $397k 3.8k 105.56
2017-06-30 $351k 3.7k 93.75
2017-03-31 $347k 3.9k 89.73