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Doyle Wealth Management

SEC CIK
0001698219
Latest filing
Nov 15, 2022

V holding history

Visa Inc. in every 13F filed by Doyle Wealth Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

V overviewAll 13F holders of VFull Q3 2022 holdings

Shares (Q3 2022)
104,225
Value
$18.5M
% of portfolio
1.6%
Quarters held
7
Since Q1 2021
Holdings of V by Doyle Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 2022104,225$18.5M1.6%−227−0.2%ReducedHolders
Q2 2022104,452$20.6M1.7%+1,066+1.0%AddedHolders
Q1 2022103,386$22.9M1.7%+1,492+1.5%AddedHolders
Q4 2021101,894$22.1M1.6%+2,415+2.4%AddedHolders
Q3 202199,479$22.2M1.8%+5,915+6.3%AddedHolders
Q2 202193,564$21.9M1.8%+1,782+1.9%AddedHolders
Q1 202191,782$19.4M1.9%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.