Visa shares owned by Heritage Wealth Advisors
Historical chart of Heritage Wealth Advisors investment in Visa
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All positions including Visa held by Heritage Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Visa by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $5.2M | 20k | 260.35 |
| 2023-09-30 | $5.0M | 22k | 230.01 |
| 2023-06-30 | $5.2M | 22k | 237.48 |
| 2023-03-31 | $4.9M | 22k | 225.46 |
| 2022-12-31 | $4.4M | 21k | 207.76 |
| 2022-09-30 | $3.8M | 21k | 177.64 |
| 2022-06-30 | $4.2M | 21k | 196.88 |
| 2022-03-31 | $4.7M | 21k | 221.76 |
| 2021-12-31 | $4.6M | 21k | 216.71 |
| 2021-09-30 | $4.5M | 20k | 222.75 |
| 2021-06-30 | $4.8M | 20k | 233.82 |
| 2021-03-31 | $6.4M | 30k | 211.73 |
| 2020-12-31 | $11M | 50k | 218.74 |
| 2020-09-30 | $2.6M | 13k | 199.97 |
| 2020-06-30 | $2.5M | 23 | 110173.91 |
| 2020-03-31 | $2.0M | 12k | 161.12 |
| 2019-12-31 | $2.3M | 12k | 187.90 |
| 2019-09-30 | $2.1M | 12k | 171.98 |
| 2019-06-30 | $2.3M | 13k | 173.56 |
| 2019-03-31 | $1.6M | 9.9k | 156.19 |
| 2018-12-31 | $1.3M | 9.9k | 131.85 |
| 2018-09-30 | $1.5M | 10k | 150.05 |
| 2018-06-30 | $1.4M | 10k | 132.58 |
| 2018-03-31 | $1.2M | 10k | 119.63 |
| 2017-12-31 | $1.2M | 11k | 113.87 |
| 2017-09-30 | $1.0M | 9.8k | 105.34 |
| 2017-06-30 | $829k | 8.9k | 93.65 |
| 2017-03-31 | $541k | 6.1k | 88.69 |
| 2016-12-31 | $454k | 5.8k | 78.09 |
| 2016-09-30 | $449k | 5.4k | 82.42 |
| 2016-06-30 | $295k | 4.0k | 74.49 |