Ownership history in CIC Wealth, LLC · 8 quarters on record
This page tracks every 13F SEC filing in which CIC Wealth, LLC reported a position in VISA INC (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) |
|---|---|---|---|---|---|---|---|
| 2024 Q3 | ADDED | 19,595 | +247 | +1.3% | 1.39% | $5.4M | $271.93 |
| 2024 Q2 | REDUCED | 19,348 | -296 | -1.5% | 1.40% | $5.1M | $259.07 |
| 2024 Q1 | REDUCED | 19,644 | -532 | -2.6% | 1.59% | $5.5M | $274.96 |
| 2023 Q4 | REDUCED | 20,176 | -696 | -3.3% | 1.67% | $5.3M | $256.02 |
| 2023 Q3 | REDUCED | 20,872 | -270 | -1.3% | 1.72% | $4.8M | $225.71 |
| 2023 Q2 | REDUCED | 21,142 | -245 | -1.1% | 1.74% | $5.0M | $232.60 |
| 2023 Q1 | REDUCED | 21,387 | -163 | -0.8% | 1.82% | $4.8M | $220.40 |
| 2022 Q4 | INITIATED | 21,550 | — | — | 1.85% | $4.5M | — |
As of 2025 Q4 — sorted by position size