Visa shares owned by Aletheian Wealth Advisors
Historical chart of Aletheian Wealth Advisors investment in Visa
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All positions including Visa held by Aletheian Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Visa by Aletheian Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $414k | 1.5k | 274.95 |
| 2024-06-30 | $972k | 3.7k | 262.47 |
| 2024-03-31 | $966k | 3.5k | 279.08 |
| 2023-12-31 | $1.0M | 3.9k | 260.35 |
| 2023-09-30 | $912k | 4.0k | 230.01 |
| 2023-06-30 | $1.3M | 5.4k | 237.48 |
| 2023-03-31 | $229k | 1.0k | 225.46 |