Visa shares owned by Sigma Planning
Historical chart of Sigma Planning investment in Visa
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All positions including Visa held by Sigma Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Visa by Sigma Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $13M | 45k | 279.08 |
| 2023-12-31 | $4.4M | 17k | 260.35 |
| 2023-09-30 | $9.8M | 43k | 230.01 |
| 2023-06-30 | $9.0M | 38k | 237.48 |
| 2023-03-31 | $10M | 45k | 225.46 |
| 2022-12-31 | $10M | 50k | 207.76 |
| 2022-09-30 | $9.8M | 55k | 177.65 |
| 2022-06-30 | $11M | 57k | 196.89 |
| 2022-03-31 | $14M | 64k | 221.78 |
| 2021-12-31 | $14M | 65k | 216.71 |
| 2021-09-30 | $15M | 65k | 222.75 |
| 2021-06-30 | $15M | 64k | 233.82 |
| 2021-03-31 | $13M | 60k | 211.74 |
| 2020-12-31 | $15M | 66k | 218.74 |
| 2020-09-30 | $13M | 63k | 199.97 |
| 2020-06-30 | $11M | 57k | 193.17 |
| 2020-03-31 | $8.7M | 54k | 161.13 |
| 2019-12-31 | $9.9M | 53k | 187.89 |
| 2019-09-30 | $8.6M | 50k | 172.00 |
| 2019-06-30 | $7.9M | 46k | 173.56 |
| 2019-03-31 | $6.9M | 44k | 156.19 |
| 2018-12-31 | $5.8M | 44k | 131.94 |
| 2018-09-30 | $6.5M | 43k | 150.09 |
| 2018-06-30 | $4.5M | 34k | 132.47 |
| 2018-03-31 | $3.3M | 28k | 119.62 |
| 2017-12-31 | $2.9M | 25k | 114.02 |
| 2017-09-30 | $2.3M | 22k | 105.23 |
| 2017-06-30 | $2.0M | 21k | 93.78 |
| 2017-03-31 | $1.9M | 22k | 88.88 |
| 2016-12-31 | $1.5M | 19k | 78.02 |
| 2016-09-30 | $1.6M | 19k | 82.73 |
| 2016-06-30 | $1.4M | 19k | 74.19 |
| 2016-03-31 | $1.7M | 23k | 76.50 |
| 2015-12-31 | $3.2M | 42k | 77.56 |
| 2015-09-30 | $1.2M | 17k | 69.67 |
| 2015-06-30 | $1.1M | 16k | 67.16 |
| 2015-03-31 | $1.1M | 16k | 65.42 |
| 2014-12-31 | $1.3M | 5.1k | 262.28 |