Ownership history in StrongBox Wealth, LLC · 24 quarters on record
This page tracks every 13F SEC filing in which StrongBox 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 | 22,485 | +470 | +2.1% | 2.59% | $7.9M | $349.99 |
| 2025 Q3 | ADDED | 22,015 | +1,323 | +6.4% | 2.54% | $7.5M | $340.00 |
| 2025 Q2 | ADDED | 20,692 | +596 | +3.0% | 2.79% | $7.3M | $353.00 |
| 2025 Q1 | REDUCED | 20,096 | -545 | -2.6% | 2.94% | $7.0M | $347.86 |
| 2024 Q4 | REDUCED | 20,641 | -909 | -4.2% | 2.76% | $6.5M | $313.17 |
| 2024 Q3 | ADDED | 21,550 | +481 | +2.3% | 2.54% | $5.9M | $271.93 |
| 2024 Q2 | ADDED | 21,069 | +2,760 | +15.1% | 2.61% | $5.5M | $259.07 |
| 2024 Q1 | UNCHANGED | 18,309 | — | 0% | 2.78% | $4.8M | $274.96 |
| 2023 Q4 | ADDED | 18,309 | +749 | +4.3% | 2.78% | $4.8M | $256.02 |
| 2023 Q3 | ADDED | 17,560 | +233 | +1.3% | 2.57% | $4.0M | $225.71 |
As of 2025 Q4 — sorted by position size