Ownership history in Selective Wealth Management, Inc. · 25 quarters on record
This page tracks every 13F SEC filing in which Selective Wealth Management, 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 8,147 | -116 | -1.4% | 0.83% | $2.7M | $349.99 |
| 2025 Q3 | ADDED | 8,263 | +5 | +0.1% | 0.94% | $2.9M | $340.00 |
| 2025 Q2 | REDUCED | 8,258 | -224 | -2.6% | 1.08% | $3.0M | $353.00 |
| 2025 Q1 | REDUCED | 8,482 | -93 | -1.1% | 1.23% | $2.8M | $347.86 |
| 2024 Q4 | REDUCED | 8,575 | -492 | -5.4% | 1.08% | $2.7M | $313.17 |
| 2024 Q3 | REDUCED | 9,067 | -765 | -7.8% | 1.04% | $2.5M | $271.93 |
| 2024 Q2 | REDUCED | 9,832 | -583 | -5.6% | 1.15% | $2.6M | $259.07 |
| 2024 Q1 | REDUCED | 10,415 | -467 | -4.3% | 1.24% | $2.9M | $274.96 |
| 2023 Q4 | REDUCED | 10,882 | -643 | -5.6% | 1.42% | $2.8M | $256.02 |
| 2023 Q3 | REDUCED | 11,525 | -808 | -6.6% | 1.46% | $2.7M | $225.71 |
As of 2025 Q4 — sorted by position size