Ownership history in Nicholas Wealth, LLC. · 9 quarters on record
This page tracks every 13F SEC filing in which Nicholas 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 Q3 | ADDED | 5,088 | +477 | +10.3% | 0.72% | $1.7M | $340.00 |
| 2025 Q2 | ADDED | 4,611 | +81 | +1.8% | 0.80% | $1.6M | $353.00 |
| 2025 Q1 | REDUCED | 4,530 | -452 | -9.1% | 0.92% | $1.6M | $347.86 |
| 2024 Q4 | ADDED | 4,982 | +868 | +21.1% | 0.82% | $1.5M | $313.17 |
| 2024 Q3 | ADDED | 4,114 | +562 | +15.8% | 0.70% | $1.1M | $271.93 |
| 2024 Q2 | ADDED | 3,552 | +793 | +28.7% | 0.65% | $932K | $259.07 |
| 2024 Q1 | ADDED | 2,759 | +499 | +22.1% | 0.58% | $770K | $274.96 |
| 2023 Q4 | ADDED | 2,260 | +308 | +15.8% | 0.51% | $598K | $256.02 |
| 2023 Q3 | INITIATED | 1,952 | — | — | 0.41% | $449K | — |
As of 2025 Q4 — sorted by position size