Ownership history in NewEdge Wealth, LLC · 20 quarters on record
This page tracks every 13F SEC filing in which NewEdge 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) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 217,796 | +39,545 | +22.2% | 0.86% | $76.4M | $349.99 |
| 2025 Q3 | ADDED | 178,251 | +620 | +0.3% | 0.87% | $60.6M | $340.00 |
| 2025 Q2 | ADDED | 177,631 | +8,291 | +4.9% | 0.92% | $59.0M | $353.00 |
| 2025 Q1 | REDUCED | 169,340 | -1,376 | -0.8% | 1.07% | $59.3M | $347.86 |
| 2024 Q4 | ADDED | 170,716 | +8,101 | +5.0% | 0.94% | $54.0M | $313.17 |
| 2024 Q3 | ADDED | 162,615 | +23,355 | +16.8% | 0.81% | $44.7M | $271.93 |
| 2024 Q2 | REDUCED | 139,260 | -3,402 | -2.4% | 0.79% | $36.6M | $259.07 |
| 2024 Q1 | ADDED | 142,662 | +15,773 | +12.4% | 0.86% | $38.2M | $274.96 |
| 2023 Q4 | ADDED | 126,889 | +6,911 | +5.8% | 0.84% | $33.0M | $256.02 |
| 2023 Q3 | ADDED | 119,978 | +10,127 | +9.2% | 0.87% | $27.6M | $225.71 |
As of 2025 Q4 — sorted by position size