Visa shares owned by Modera Wealth Management
Historical chart of Modera Wealth Management investment in Visa
Tip: Access up to 7 years of quarterly data
All positions including Visa held by Modera Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Visa by Modera Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $38M | 134k | 279.08 |
| 2023-12-31 | $35M | 135k | 260.35 |
| 2023-09-30 | $31M | 134k | 230.01 |
| 2023-06-30 | $31M | 132k | 237.48 |
| 2023-03-31 | $3.6M | 16k | 225.46 |
| 2022-12-31 | $3.1M | 15k | 207.76 |
| 2022-09-30 | $2.7M | 15k | 177.62 |
| 2022-06-30 | $3.0M | 15k | 196.91 |
| 2022-03-31 | $3.7M | 17k | 221.74 |
| 2021-12-31 | $5.5M | 26k | 216.71 |
| 2021-09-30 | $1.4M | 6.3k | 222.75 |
| 2021-06-30 | $1.4M | 5.9k | 233.77 |
| 2021-03-31 | $1.3M | 6.2k | 211.79 |
| 2020-12-31 | $1.4M | 6.3k | 218.69 |
| 2020-09-30 | $222k | 1.1k | 200.00 |
| 2020-06-30 | $224k | 1.2k | 193.27 |
| 2019-12-31 | $203k | 1.1k | 187.62 |