Amplius Wealth Advisors »

Visa shares owned by Amplius Wealth Advisors

Quarter-by-quarter ownership of Visa (V) shares owned by Amplius Wealth Advisors from 13F filings

Historical chart of Amplius Wealth Advisors investment in Visa

Tip: Access up to 7 years of quarterly data

All positions including Visa held by Amplius Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Visa by Amplius Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $621k 2.2k 279.08
2023-12-31 $570k 2.2k 260.35
2023-09-30 $495k 2.2k 230.01
2023-06-30 $509k 2.1k 237.48
2023-03-31 $480k 2.1k 225.46
2022-12-31 $402k 1.9k 207.76
2022-09-30 $627k 3.5k 177.62
2022-06-30 $625k 3.2k 196.60
2022-03-31 $742k 3.3k 221.62
2021-12-31 $711k 3.3k 216.70