Ownership history in WILLNER & HELLER, LLC · 12 quarters on record
This page tracks every 13F SEC filing in which WILLNER & HELLER, 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 | 3,803 | +33 | +0.9% | 0.96% | $1.3M | $349.99 |
| 2025 Q3 | ADDED | 3,770 | +31 | +0.8% | 0.99% | $1.3M | $340.00 |
| 2025 Q2 | REDUCED | 3,739 | -45 | -1.2% | 1.12% | $1.3M | $353.00 |
| 2025 Q1 | REDUCED | 3,784 | -95 | -2.4% | 1.23% | $1.3M | $347.86 |
As of 2025 Q4 — sorted by position size