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Visa shares owned by Efficient Wealth Management

Quarter-by-quarter ownership of Visa (V) shares owned by Efficient Wealth Management from 13F filings

Historical chart of Efficient Wealth Management investment in Visa

Tip: Access up to 7 years of quarterly data

All positions including Visa held by Efficient Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Visa by Efficient Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $120k 430 279.07
2023-12-31 $82k 314 261.15
2023-09-30 $68k 300 226.80
2023-06-30 $66k 281 235.29
2023-03-31 $45k 219 205.48
2022-12-31 $37k 209 177.03
2022-09-30 $37k 209 177.03
2022-06-30 $50k 252 198.41
2022-03-31 $46k 209 220.10
2021-12-31 $45k 209 215.31
2021-09-30 $47k 209 224.88
2021-06-30 $39k 169 230.77
2021-03-31 $103k 488 211.07
2020-12-31 $207k 946 218.82
2020-09-30 $34k 169 201.18
2020-06-30 $33k 169 195.27
2020-03-31 $188k 1.2k 160.82
2019-12-31 $281k 1.5k 187.83
2019-09-30 $257k 1.5k 171.79