Visa shares owned by Allen Wealth Management
Historical chart of Allen Wealth Management investment in Visa
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All positions including Visa held by Allen Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Visa by Allen Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $944k | 2.8k | 341.38 |
| 2025-06-30 | $1.0M | 2.9k | 355.05 |
| 2025-03-31 | $1.1M | 3.1k | 350.46 |
| 2024-12-31 | $1.0M | 3.2k | 316.04 |
| 2024-09-30 | $955k | 3.5k | 274.95 |
| 2024-06-30 | $1.1M | 4.0k | 262.47 |
| 2024-03-31 | $1.2M | 4.2k | 279.08 |