Visa shares owned by Ascent Wealth Partners
Historical chart of Ascent Wealth Partners investment in Visa
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All positions including Visa held by Ascent Wealth Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Visa by Ascent Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $7.2M | 26k | 279.08 |
| 2023-12-31 | $6.6M | 26k | 260.35 |
| 2023-09-30 | $5.7M | 25k | 230.01 |
| 2023-06-30 | $6.0M | 25k | 238.38 |
| 2023-03-31 | $5.3M | 24k | 225.46 |
| 2022-12-31 | $4.9M | 23k | 207.76 |
| 2022-09-30 | $4.1M | 23k | 177.64 |
| 2022-06-30 | $4.7M | 25k | 190.57 |
| 2022-03-31 | $5.2M | 24k | 221.80 |
| 2021-12-31 | $5.1M | 24k | 216.71 |
| 2021-09-30 | $5.3M | 24k | 222.75 |
| 2021-06-30 | $5.5M | 24k | 233.85 |
| 2021-03-31 | $5.1M | 24k | 211.73 |
| 2020-12-31 | $5.0M | 23k | 218.75 |
| 2020-09-30 | $4.7M | 24k | 199.96 |
| 2020-06-30 | $4.5M | 23k | 193.17 |
| 2020-03-31 | $3.7M | 23k | 161.09 |
| 2019-12-31 | $4.4M | 23k | 187.82 |
| 2019-09-30 | $4.1M | 24k | 172.02 |
| 2019-06-30 | $4.0M | 23k | 173.73 |
| 2019-03-31 | $3.5M | 22k | 156.17 |
| 2018-12-31 | $2.7M | 20k | 131.96 |
| 2018-09-30 | $2.9M | 19k | 150.10 |
| 2018-06-30 | $2.5M | 19k | 132.45 |
| 2018-03-31 | $2.3M | 19k | 119.58 |
| 2017-12-31 | $2.1M | 19k | 113.99 |
| 2017-09-30 | $2.0M | 19k | 105.25 |
| 2017-06-30 | $2.3M | 25k | 93.77 |
| 2017-03-31 | $2.2M | 24k | 88.89 |
| 2016-12-31 | $1.9M | 25k | 78.01 |
| 2016-09-30 | $2.0M | 25k | 82.68 |
| 2016-06-30 | $1.8M | 25k | 74.17 |
| 2016-03-31 | $1.9M | 25k | 76.47 |
| 2015-12-31 | $1.9M | 24k | 77.55 |
| 2015-09-30 | $1.7M | 24k | 69.67 |
| 2015-06-30 | $1.5M | 23k | 67.15 |
| 2015-03-31 | $1.5M | 23k | 65.40 |
| 2014-12-31 | $1.5M | 5.6k | 262.36 |
| 2014-09-30 | $1.1M | 5.4k | 213.31 |
| 2014-06-30 | $1.1M | 5.4k | 210.68 |
| 2014-03-31 | $1.1M | 5.3k | 215.79 |
| 2013-12-31 | $1.2M | 5.2k | 222.69 |