Visa shares owned by Advisor OS
Historical chart of Advisor OS investment in Visa
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Quarterly reported holdings in Visa by Advisor OS
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.8M | 11k | 260.40 |
| 2023-09-30 | $2.9M | 13k | 230.01 |
| 2023-06-30 | $2.9M | 12k | 237.48 |
| 2023-03-31 | $2.5M | 11k | 225.46 |
| 2022-12-31 | $2.2M | 11k | 207.76 |
| 2022-09-30 | $1.8M | 9.0k | 200.00 |
| 2022-06-30 | $2.1M | 11k | 196.89 |
| 2022-03-31 | $2.4M | 11k | 223.96 |
| 2021-12-31 | $3.0M | 14k | 216.87 |
| 2021-09-30 | $2.8M | 13k | 222.61 |
| 2021-06-30 | $3.0M | 13k | 233.66 |
| 2021-03-31 | $2.7M | 13k | 210.80 |
| 2020-12-31 | $2.5M | 11k | 218.85 |
| 2020-09-30 | $1.4M | 7.0k | 200.03 |
| 2020-06-30 | $453k | 2.3k | 193.34 |