Ownership history in CW Advisors, LLC · 15 quarters on record
This page tracks every 13F SEC filing in which CW Advisors, 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 Q2 | ADDED | 231,511 | +46,466 | +25.1% | 0.80% | $82.2M | $353.00 |
| 2025 Q1 | ADDED | 185,045 | +28,886 | +18.5% | 0.78% | $64.8M | $347.86 |
| 2024 Q4 | REDUCED | 156,159 | -10,880 | -6.5% | 0.68% | $49.4M | $313.17 |
| 2024 Q3 | ADDED | 167,039 | +22,206 | +15.3% | 0.61% | $45.9M | $271.93 |
| 2024 Q2 | ADDED | 144,833 | +16,615 | +13.0% | 0.60% | $38.0M | $259.07 |
| 2024 Q1 | ADDED | 128,218 | +268 | +0.2% | 0.62% | $35.8M | $274.96 |
| 2023 Q4 | ADDED | 127,950 | +5,351 | +4.4% | 0.61% | $33.3M | $256.02 |
| 2023 Q3 | ADDED | 122,599 | +3,832 | +3.2% | 0.58% | $28.2M | $225.71 |
| 2023 Q2 | ADDED | 118,767 | +890 | +0.8% | 0.65% | $28.2M | $232.60 |
| 2023 Q1 | REDUCED | 117,877 | -298 | -0.3% | 0.64% | $26.6M | $220.40 |
As of 2025 Q4 — sorted by position size