SEC 13F Intelligence

Minot Wealth Management LLC / V

Minot Wealth Management LLC’s Visa Inc Position

Does Minot Wealth Management LLC own Visa Inc (V)? Yes — 26.4K shares worth $5M (+1.34% of its 13F portfolio) as of Q2 2022, down from 29.1K shares the prior filed quarter.

Position Value
$5M
Q2 2022
Shares
26.4K
% of Portfolio
+1.34%
Quarters Held
11
currently held

Position History V

Reported value by quarter
Q4 ’19: $4MQ4 ’19Q1 ’20: $3MQ2 ’20: $4MQ2 ’20Q3 ’20: $5MQ4 ’20: $6MQ4 ’20Q1 ’21: $6MQ2 ’21: $7MQ2 ’21Q3 ’21: $7MQ4 ’21: $7MQ4 ’21Q1 ’22: $6MQ2 ’22: $5MQ2 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202226.4K$5M+1.34%
Q1 202229.1K$6M+1.39%
Q4 202131.4K$7M+1.31%
Q3 202130.4K$7M+1.47%
Q2 202130.3K$7M+1.60%
Q1 202129.2K$6M+1.58%
Q4 202027.3K$6M+1.78%
Q3 202023.6K$5M+1.78%
Q2 202021.6K$4M+2.08%
Q1 202019.0K$3M+2.20%
Q4 201918.3K$4M+1.74%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Minot Wealth Management LLC’s full portfolio or all institutional holders of V.