Ownership history in SHEETS SMITH WEALTH MANAGEMENT · 65 quarters on record
This page tracks every 13F SEC filing in which SHEETS SMITH WEALTH MANAGEMENT reported a position in VISA INC CLASS Common (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 | 52,094 | -999 | -1.9% | 2.00% | $18.3M | $349.99 |
| 2025 Q3 | REDUCED | 53,093 | -2,611 | -4.7% | 2.05% | $18.1M | $340.00 |
| 2025 Q2 | REDUCED | 55,704 | -129 | -0.2% | 2.31% | $19.8M | $353.00 |
| 2025 Q1 | REDUCED | 55,833 | -546 | -1.0% | 2.43% | $19.6M | $347.86 |
As of 2025 Q4 — sorted by position size