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 |
| 2024 Q4 | ADDED | 3,879 | +6 | +0.2% | 1.07% | $1.2M | $313.17 |
| 2024 Q3 | ADDED | 3,873 | +168 | +4.5% | 0.95% | $1.1M | $271.93 |
| 2024 Q2 | REDUCED | 3,705 | -14 | -0.4% | 1.03% | $1.0M | $259.07 |
| 2023 Q4 | REDUCED | 3,719 | -243 | -6.1% | 1.08% | $968K | $256.02 |
| 2022 Q4 | REDUCED | 3,962 | -92 | -2.3% | 1.17% | $823K | $202.70 |
| 2022 Q3 | REDUCED | 4,054 | -74 | -1.8% | 1.16% | $720K | $172.94 |
As of 2025 Q4 — sorted by position size