V VISA INC

Ownership history in Patten Group, Inc.  ·  45 quarters on record

This page tracks every 13F SEC filing in which Patten Group, Inc. 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.

Peak position
4.37% (2020 Q1)
Avg. % of fund
3.1%
First filed
2014 Q4
Last filed
2025 Q4
Quarters held
45
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 38,949 -640 -1.6% 2.53% $13.7M $349.99
2025 Q3 REDUCED 39,589 -647 -1.6% 2.63% $13.5M $340.00
2025 Q2 REDUCED 40,236 -514 -1.3% 3.02% $14.3M $353.00
2025 Q1 REDUCED 40,750 -745 -1.8% 3.27% $14.3M $347.86
2024 Q4 REDUCED 41,495 -542 -1.3% 2.90% $13.1M $313.17
2024 Q3 ADDED 42,037 +713 +1.7% 2.57% $11.6M $271.93
2024 Q2 ADDED 41,324 +361 +0.9% 2.56% $10.8M $259.07
2024 Q1 REDUCED 40,963 -155 -0.4% 2.81% $11.4M $274.96
2023 Q4 REDUCED 41,118 -1,297 -3.1% 2.91% $10.7M $256.02
2023 Q3 REDUCED 42,415 -195 -0.5% 2.91% $9.8M $225.71
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% of Fund (quarterly)    V price (monthly, adj. close)
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