Visa shares owned by Evermay Wealth Management
Historical chart of Evermay Wealth Management investment in Visa
Tip: Access up to 7 years of quarterly data
All positions including Visa held by Evermay 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 Evermay Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $3.0M | 11k | 260.35 |
| 2023-09-30 | $2.5M | 11k | 230.01 |
| 2023-06-30 | $2.7M | 11k | 237.48 |
| 2023-03-31 | $2.6M | 11k | 225.46 |
| 2022-12-31 | $2.3M | 11k | 207.76 |
| 2022-09-30 | $2.0M | 11k | 177.63 |
| 2022-06-30 | $2.2M | 11k | 196.88 |
| 2022-03-31 | $2.5M | 11k | 221.77 |
| 2021-12-31 | $2.6M | 12k | 216.71 |
| 2021-09-30 | $2.6M | 12k | 222.79 |
| 2021-06-30 | $2.8M | 12k | 233.79 |
| 2021-03-31 | $2.6M | 12k | 211.69 |
| 2020-12-31 | $2.7M | 12k | 218.75 |
| 2020-09-30 | $2.6M | 13k | 200.00 |
| 2020-06-30 | $2.5M | 13k | 193.16 |
| 2020-03-31 | $2.2M | 13k | 161.14 |
| 2019-12-31 | $2.3M | 12k | 187.89 |
| 2019-09-30 | $1.9M | 11k | 172.01 |
| 2019-06-30 | $1.9M | 11k | 173.52 |
| 2019-03-31 | $1.8M | 11k | 156.18 |
| 2018-12-31 | $1.3M | 10k | 131.93 |
| 2018-09-30 | $1.5M | 10k | 150.06 |
| 2018-06-30 | $1.4M | 11k | 132.46 |
| 2018-03-31 | $1.2M | 10k | 119.64 |
| 2017-12-31 | $858k | 7.5k | 113.96 |
| 2017-09-30 | $265k | 2.5k | 105.28 |
| 2017-06-30 | $236k | 2.5k | 93.76 |
| 2017-03-31 | $224k | 2.5k | 88.99 |
| 2015-12-31 | $204k | 2.6k | 77.60 |