Visa shares owned by Aprio Wealth Management
Historical chart of Aprio Wealth Management investment in Visa
Tip: Access up to 7 years of quarterly data
All positions including Visa held by Aprio Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Visa by Aprio Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.8M | 8.2k | 341.39 |
| 2025-06-30 | $2.8M | 7.9k | 355.04 |
| 2025-03-31 | $2.7M | 7.8k | 350.46 |
| 2024-12-31 | $2.1M | 6.6k | 316.04 |
| 2024-09-30 | $1.4M | 5.0k | 274.98 |
| 2024-06-30 | $1.3M | 5.0k | 262.44 |
| 2024-03-31 | $1.3M | 4.8k | 279.06 |
| 2023-12-31 | $1.0M | 4.0k | 260.37 |
| 2023-09-30 | $874k | 3.8k | 230.01 |
| 2023-06-30 | $571k | 2.4k | 237.45 |
| 2023-03-31 | $525k | 2.3k | 225.44 |
| 2022-12-31 | $449k | 2.2k | 207.74 |
| 2022-09-30 | $330k | 1.9k | 177.90 |
| 2022-06-30 | $307k | 1.6k | 197.05 |
| 2022-03-31 | $562k | 2.5k | 221.96 |
| 2021-12-31 | $321k | 1.5k | 216.75 |
| 2021-09-30 | $340k | 1.5k | 222.80 |
| 2021-06-30 | $329k | 1.4k | 233.83 |
| 2020-12-31 | $496k | 2.3k | 218.60 |
| 2020-09-30 | $324k | 1.6k | 199.75 |
| 2020-06-30 | $266k | 1.4k | 193.17 |
| 2020-03-31 | $222k | 1.4k | 161.45 |