Visa shares owned by AE Wealth Management
Historical chart of AE Wealth Management investment in Visa
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All positions including Visa held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Visa by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $70M | 261k | 267.94 |
| 2023-09-30 | $51M | 222k | 230.01 |
| 2023-06-30 | $51M | 214k | 237.48 |
| 2023-03-31 | $39M | 173k | 225.46 |
| 2022-12-31 | $34M | 162k | 207.76 |
| 2022-09-30 | $30M | 166k | 177.65 |
| 2022-06-30 | $30M | 153k | 196.89 |
| 2022-03-31 | $35M | 158k | 221.77 |
| 2021-12-31 | $47M | 217k | 216.71 |
| 2021-09-30 | $52M | 232k | 222.75 |
| 2021-06-30 | $52M | 223k | 233.82 |
| 2021-03-31 | $47M | 222k | 211.73 |
| 2020-12-31 | $43M | 198k | 218.73 |
| 2020-09-30 | $36M | 179k | 199.97 |
| 2020-06-30 | $32M | 166k | 193.17 |
| 2020-03-31 | $22M | 136k | 161.12 |
| 2019-12-31 | $23M | 120k | 187.90 |
| 2019-09-30 | $18M | 107k | 172.02 |
| 2019-06-30 | $17M | 100k | 173.55 |
| 2019-03-31 | $2.9M | 18k | 156.18 |
| 2018-12-31 | $1.8M | 13k | 131.92 |
| 2018-09-30 | $2.5M | 17k | 150.10 |
| 2018-06-30 | $1.6M | 12k | 132.46 |
| 2018-03-31 | $968k | 8.1k | 119.64 |
| 2017-12-31 | $726k | 6.4k | 114.06 |
| 2017-09-30 | $867k | 8.2k | 105.27 |
| 2017-06-30 | $648k | 6.9k | 93.80 |
| 2017-03-31 | $253k | 2.8k | 88.93 |