Visa shares owned by Burt Wealth Advisors
Historical chart of Burt Wealth Advisors investment in Visa
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All positions including Visa held by Burt Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Visa by Burt Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $469k | 1.7k | 279.08 |
| 2023-12-31 | $437k | 1.7k | 260.35 |
| 2023-09-30 | $386k | 1.7k | 230.01 |
| 2023-06-30 | $399k | 1.7k | 237.48 |
| 2023-03-31 | $387k | 1.7k | 225.46 |
| 2022-12-31 | $350k | 1.7k | 207.47 |
| 2022-09-30 | $300k | 1.7k | 177.83 |
| 2022-06-30 | $332k | 1.7k | 196.80 |
| 2022-03-31 | $374k | 1.7k | 221.70 |
| 2021-12-31 | $366k | 1.7k | 216.95 |
| 2021-09-30 | $376k | 1.7k | 222.88 |
| 2021-06-30 | $394k | 1.7k | 233.55 |
| 2021-03-31 | $357k | 1.7k | 211.62 |
| 2020-12-31 | $369k | 1.7k | 218.73 |
| 2020-09-30 | $337k | 1.7k | 199.76 |
| 2020-06-30 | $326k | 1.7k | 193.24 |
| 2020-03-31 | $271k | 1.7k | 161.41 |
| 2019-12-31 | $320k | 1.7k | 187.79 |
| 2019-09-30 | $289k | 1.7k | 172.13 |
| 2019-06-30 | $291k | 1.7k | 173.32 |
| 2019-03-31 | $262k | 1.7k | 156.05 |
| 2018-12-31 | $222k | 1.7k | 132.22 |
| 2018-09-30 | $226k | 1.5k | 150.27 |
| 2018-06-30 | $199k | 1.5k | 132.31 |
| 2018-03-31 | $180k | 1.5k | 119.68 |
| 2017-12-31 | $171k | 1.5k | 113.70 |
| 2017-09-30 | $157k | 1.5k | 105.23 |
| 2017-06-30 | $73k | 780 | 93.59 |
| 2017-03-31 | $69k | 780 | 88.46 |
| 2016-12-31 | $61k | 780 | 78.21 |
| 2016-09-30 | $64k | 780 | 82.05 |
| 2016-06-30 | $57k | 780 | 73.08 |
| 2016-03-31 | $15k | 780 | 19.23 |
| 2015-12-31 | $17k | 228 | 74.56 |
| 2015-09-30 | $13k | 200 | 65.00 |
| 2015-06-30 | $13k | 200 | 65.00 |