Ownership history in Core Wealth Partners LLC · 13 quarters on record
This page tracks every 13F SEC filing in which Core Wealth Partners 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 Q4 | REDUCED | 7,240 | -178 | -2.4% | 1.14% | $2.5M | $349.99 |
| 2025 Q3 | ADDED | 7,418 | +766 | +11.5% | 1.16% | $2.5M | $340.00 |
| 2025 Q2 | ADDED | 6,652 | +1,046 | +18.7% | 1.20% | $2.4M | $353.00 |
| 2025 Q1 | ADDED | 5,606 | +399 | +7.7% | 1.14% | $2.0M | $347.86 |
| 2024 Q4 | ADDED | 5,207 | +466 | +9.8% | 0.94% | $1.6M | $313.17 |
| 2024 Q3 | ADDED | 4,741 | +634 | +15.4% | 0.79% | $1.3M | $271.93 |
| 2024 Q2 | ADDED | 4,107 | +497 | +13.8% | 0.74% | $1.1M | $259.07 |
| 2024 Q1 | ADDED | 3,610 | +384 | +11.9% | 0.76% | $1.0M | $274.96 |
| 2023 Q4 | ADDED | 3,226 | +1 | +0.0% | 0.69% | $840K | $256.02 |
| 2023 Q3 | UNCHANGED | 3,225 | — | 0% | 0.67% | $742K | $225.71 |
As of 2025 Q4 — sorted by position size