Visa shares owned by Klingman & Associates
Historical chart of Klingman & Associates investment in Visa
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All positions including Visa held by Klingman & Associates consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Visa by Klingman & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.0M | 3.7k | 279.08 |
| 2023-12-31 | $958k | 3.7k | 260.35 |
| 2023-09-30 | $885k | 3.8k | 230.01 |
| 2023-06-30 | $674k | 2.8k | 237.48 |
| 2023-03-31 | $432k | 1.9k | 225.46 |
| 2022-12-31 | $428k | 2.1k | 207.76 |
| 2022-09-30 | $334k | 1.9k | 177.75 |
| 2022-06-30 | $379k | 1.9k | 196.78 |
| 2022-03-31 | $433k | 2.0k | 221.48 |
| 2021-12-31 | $410k | 1.9k | 216.59 |
| 2021-09-30 | $407k | 1.8k | 222.53 |
| 2021-06-30 | $438k | 1.9k | 233.85 |
| 2021-03-31 | $393k | 1.9k | 211.97 |
| 2020-12-31 | $289k | 1.3k | 219.11 |
| 2020-09-30 | $262k | 1.3k | 200.00 |
| 2020-03-31 | $212k | 1.3k | 160.85 |
| 2019-12-31 | $242k | 1.3k | 188.03 |
| 2019-09-30 | $219k | 1.3k | 172.31 |
| 2017-12-31 | $303k | 2.7k | 114.00 |
| 2016-09-30 | $95k | 1.2k | 82.47 |
| 2016-06-30 | $85k | 1.2k | 73.78 |
| 2016-03-31 | $88k | 1.2k | 76.39 |
| 2015-12-31 | $89k | 1.2k | 77.26 |
| 2015-09-30 | $80k | 1.2k | 69.44 |
| 2015-06-30 | $106k | 1.6k | 67.43 |
| 2015-03-31 | $75k | 1.2k | 65.10 |
| 2014-12-31 | $75k | 288 | 260.42 |