Ownership history in WMS Partners, LLC · 58 quarters on record
This page tracks every 13F SEC filing in which WMS Partners, LLC reported a position in VISA INC COM CL A (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 Q3 | UNCHANGED | 50,830 | — | 0% | 0.90% | $16.1M | $340.00 |
| 2025 Q2 | UNCHANGED | 50,830 | — | 0% | 0.90% | $16.1M | $353.00 |
| 2025 Q1 | UNCHANGED | 50,830 | — | 0% | 0.90% | $16.1M | $347.86 |
| 2024 Q4 | REDUCED | 50,830 | -393 | -0.8% | 0.90% | $16.1M | $313.17 |
| 2024 Q3 | ADDED | 51,223 | +7,540 | +17.3% | 0.79% | $14.1M | $271.93 |
| 2024 Q2 | REDUCED | 43,683 | -479 | -1.1% | 0.73% | $11.5M | $259.07 |
| 2024 Q1 | REDUCED | 44,162 | -4 | -0.0% | 0.85% | $12.3M | $274.96 |
| 2023 Q4 | REDUCED | 44,166 | -2,563 | -5.5% | 0.85% | $11.5M | $256.02 |
| 2023 Q3 | REDUCED | 46,729 | -1,518 | -3.1% | 0.85% | $10.7M | $225.71 |
| 2023 Q2 | REDUCED | 48,247 | -2,729 | -5.4% | 0.90% | $11.5M | $232.60 |
As of 2025 Q4 — sorted by position size