Ownership history in Compass Wealth Management LLC · 12 quarters on record
This page tracks every 13F SEC filing in which Compass Wealth Management 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) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 8,147 | -450 | -5.2% | 0.62% | $2.8M | $340.00 |
| 2025 Q2 | REDUCED | 8,597 | -238 | -2.7% | 0.73% | $3.1M | $353.00 |
| 2025 Q1 | REDUCED | 8,835 | -100 | -1.1% | 0.79% | $3.1M | $347.86 |
| 2024 Q4 | REDUCED | 8,935 | -271 | -2.9% | 0.68% | $2.8M | $313.17 |
| 2024 Q3 | REDUCED | 9,206 | -15 | -0.2% | 0.60% | $2.5M | $271.93 |
| 2024 Q2 | UNCHANGED | 9,221 | — | 0% | 0.60% | $2.4M | $259.07 |
| 2024 Q1 | REDUCED | 9,221 | -100 | -1.1% | 0.64% | $2.6M | $274.96 |
| 2023 Q4 | UNCHANGED | 9,321 | — | 0% | 0.68% | $2.4M | $256.02 |
| 2023 Q3 | ADDED | 9,321 | +58 | +0.6% | 0.67% | $2.1M | $225.71 |
| 2023 Q2 | UNCHANGED | 9,263 | — | 0% | 0.66% | $2.1M | $232.60 |
As of 2025 Q4 — sorted by position size