Back to Williams Jones Wealth Management, LLC. Williams Jones Wealth Management, LLC.

VV
Showing 8 of 28 quarters

Position history for Williams Jones Wealth Management, LLC.Williams Jones Wealth Management, LLC.'s holdings in VISA INC-CLASS A SHARES

Williams Jones Wealth Management, LLC. holds 1M shares of V (VISA INC-CLASS A SHARES), worth $358.8M as of 2026-Q2. The position was decreased (-2.8% shares). V represents 4.0% of Williams Jones Wealth Management, LLC.'s portfolio.

Current Value

$358.8M

Current Shares

1M

Total Value Change

+$42.7M

Total Shares Change

-103,767

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
1M
-2.8%
$358.8M4.0%$342.45
0
2026-Q1
Decreased
1.1M
-1.1%
$325.2M4.0%$301.06
0
2025-Q4
Decreased
1.1M
-1.3%
$381.6M4.3%$348.62
0
2025-Q3
Decreased
1.1M
-0.2%
$376.3M4.3%$338.67
0
2025-Q2
Decreased
1.1M
-1.2%
$392.2M4.7%$351.61
0
2025-Q1
Decreased
1.1M
-1.2%
$392M5.0%$346.49
0
2024-Q4
Decreased
1.1M
-1.6%
$357.7M4.3%$311.94
0
2024-Q3
Decreased
1.1M
-1.8%
$316.1M3.7%$270.87
0

Other major holders of V: BNP PARIBAS FINANCIAL MARKETS, VANGUARD GROUP INC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used