Ownership history in 1776 Wealth LLC · 25 quarters on record
This page tracks every 13F SEC filing in which 1776 Wealth LLC reported a position in VISA INCORPORATED COM CLASS A (V). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 7,852 | -41 | -0.5% | 1.04% | $2.8M | $349.99 |
| 2025 Q3 | REDUCED | 7,893 | -1,312 | -14.3% | 1.04% | $2.7M | $340.00 |
| 2025 Q2 | REDUCED | 9,205 | -141 | -1.5% | 1.35% | $3.3M | $353.00 |
| 2025 Q1 | REDUCED | 9,346 | -75 | -0.8% | 1.50% | $3.3M | $347.86 |
| 2024 Q4 | ADDED | 9,421 | +1 | +0.0% | 1.37% | $3.0M | $313.17 |
| 2024 Q3 | REDUCED | 9,420 | -319 | -3.3% | 1.16% | $2.6M | $271.93 |
| 2024 Q2 | REDUCED | 9,739 | -523 | -5.1% | 1.15% | $2.6M | $259.07 |
| 2024 Q1 | REDUCED | 10,262 | -29 | -0.3% | 1.36% | $2.9M | $274.96 |
| 2023 Q4 | ADDED | 10,291 | +257 | +2.6% | 1.33% | $2.7M | $256.02 |
| 2023 Q3 | ADDED | 10,034 | +44 | +0.4% | 1.22% | $2.3M | $225.71 |
As of 2025 Q4 — sorted by position size