Ledge Wealth Management, Inc.
- SEC CIK
- 0001927042
- Latest filing
- Jan 24, 2024
V holding history
Visa Inc. in every 13F filed by Ledge Wealth Management, Inc., 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 Q4 2023 holdings
- Shares (Q4 2023)
- 10,471
- Value
- $2.73M
- % of portfolio
- 1.1%
- Quarters held
- 8
- Since Q1 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2023 | 10,471 | $2.73M | 1.1% | −226−2.1% | Reduced | Holders |
| Q3 2023 | 10,697 | $2.46M | 1.1% | +4,793+81.2% | Added | Holders |
| Q2 2023 | 5,904 | $1.40M | 0.7% | −955−13.9% | Reduced | Holders |
| Q1 2023 | 6,859 | $1.55M | 0.7% | +57+0.8% | Added | Holders |
| Q4 2022 | 6,802 | $1.41M | 0.6% | +998+17.2% | Added | Holders |
| Q3 2022 | 5,804 | $1.03M | 0.6% | −1,013−14.9% | Reduced | Holders |
| Q2 2022 | 6,817 | $1.34M | 0.8% | +952+16.2% | Added | Holders |
| Q1 2022 | 5,865 | $1.30M | 0.8% | – | No prior filing | Holders |