Ownership history in Winch Advisory Services, LLC · 41 quarters on record
This page tracks every 13F SEC filing in which Winch Advisory Services, 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 | REDUCED | 18,237 | -484 | -2.6% | 1.41% | $6.4M | $349.99 |
| 2025 Q3 | ADDED | 18,721 | +51 | +0.3% | 1.44% | $6.4M | $340.00 |
| 2025 Q2 | REDUCED | 18,670 | -395 | -2.1% | 1.62% | $6.6M | $353.00 |
| 2025 Q1 | REDUCED | 19,065 | -505 | -2.6% | 1.77% | $6.7M | $347.86 |
| 2024 Q4 | REDUCED | 19,570 | -194 | -1.0% | 1.61% | $6.2M | $313.17 |
| 2024 Q3 | REDUCED | 19,764 | -281 | -1.4% | 1.50% | $5.4M | $271.93 |
| 2024 Q2 | ADDED | 20,045 | +240 | +1.2% | 1.50% | $5.3M | $259.07 |
| 2024 Q1 | REDUCED | 19,805 | -250 | -1.2% | 1.69% | $5.5M | $274.96 |
| 2023 Q4 | REDUCED | 20,055 | -400 | -2.0% | 1.73% | $5.2M | $256.02 |
| 2023 Q3 | REDUCED | 20,455 | -269 | -1.3% | 1.73% | $4.7M | $225.71 |
As of 2025 Q4 — sorted by position size