Visa shares owned by Arete Wealth Advisors
Historical chart of Arete Wealth Advisors investment in Visa
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Quarterly reported holdings in Visa by Arete Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $7.1M | 22k | 316.33 |
| 2024-09-30 | $5.2M | 19k | 274.78 |
| 2023-12-31 | $5.4M | 21k | 260.42 |
| 2023-06-30 | $5.6M | 24k | 237.46 |
| 2023-03-31 | $5.8B | 26k | 225459.93 |
| 2022-12-31 | $5.0B | 24k | 207761.51 |
| 2022-09-30 | $4.2M | 24k | 177.67 |
| 2022-06-30 | $2.0M | 10k | 196.87 |
| 2022-03-31 | $2.3M | 10k | 221.80 |
| 2021-12-31 | $2.7M | 12k | 219.85 |
| 2021-09-30 | $2.7M | 12k | 222.72 |
| 2021-06-30 | $2.4M | 14k | 175.05 |
| 2021-03-31 | $3.0M | 14k | 211.73 |
| 2020-12-31 | $3.1M | 14k | 218.42 |
| 2020-09-30 | $5.1M | 25k | 201.44 |
| 2020-06-30 | $4.7M | 24k | 193.15 |
| 2020-03-31 | $3.7M | 23k | 161.12 |
| 2019-12-31 | $4.4M | 24k | 187.91 |
| 2019-09-30 | $4.3M | 25k | 172.00 |
| 2019-06-30 | $4.2M | 24k | 173.56 |
| 2019-03-31 | $4.0M | 26k | 155.62 |
| 2018-12-31 | $2.8M | 21k | 131.39 |
| 2018-09-30 | $1.1M | 7.5k | 150.04 |
| 2018-06-30 | $885k | 6.7k | 132.49 |
| 2018-03-31 | $530k | 4.4k | 119.56 |
| 2017-12-31 | $477k | 4.2k | 114.09 |
| 2017-09-30 | $433k | 4.1k | 105.25 |
| 2017-06-30 | $399k | 4.3k | 93.84 |
| 2017-03-31 | $373k | 4.2k | 88.89 |
| 2016-12-31 | $327k | 4.2k | 78.01 |
| 2016-09-30 | $329k | 4.0k | 82.73 |
| 2016-06-30 | $295k | 4.0k | 74.25 |
| 2016-03-31 | $423k | 5.5k | 76.44 |
| 2015-12-31 | $3.7M | 47k | 77.54 |
| 2015-09-30 | $315k | 4.5k | 69.57 |
| 2015-06-30 | $264k | 3.9k | 67.28 |
| 2015-03-31 | $256k | 3.9k | 65.31 |
| 2014-12-31 | $257k | 980 | 262.24 |
| 2014-09-30 | $209k | 980 | 213.27 |
| 2014-06-30 | $206k | 980 | 210.20 |
| 2014-03-31 | $212k | 980 | 216.33 |
| 2013-12-31 | $218k | 980 | 222.45 |