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Position history for HB Wealth Management, LLC's holdings in VISA INC

HB Wealth Management, LLC holds 194,330 shares of V (VISA INC), worth $58.7M as of 2026-Q1. The position was decreased (-0.4% shares). V represents 0.4% of HB Wealth Management, LLC's portfolio.

Current Value

$58.7M

Current Shares

194,330

Total Value Change

+$34.8M

Total Shares Change

+103,176

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
194,330
-0.4%
$58.7M0.4%$320.83
0
2025-Q4
Increased
195,054
+0.3%
$68.4M0.4%$352.89
35
2025-Q3
Increased
194,498
+7.1%
$66.4M0.4%$338.79
38
2025-Q2
Decreased
181,658
-5.8%
$64.5M0.5%$346.60
0
2025-Q1
Increased
192,947
+101.4%
$67.6M0.6%$340.30
67
2024-Q4
Increased
95,803
+2.8%
$30.3M0.3%$312.44
35
2024-Q3
Increased
93,214
+2.3%
$25.6M0.3%$272.15
35
2024-Q2
Increased
91,154
+12.0%
$23.9M0.3%$259.07
38

Other major holders of V: VANGUARD GROUP INC, BlackRock, Inc.

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