Visa shares owned by Avitas Wealth Management
Historical chart of Avitas Wealth Management investment in Visa
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All positions including Visa held by Avitas Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Visa by Avitas Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $6.3M | 20k | 316.04 |
| 2024-09-30 | $5.5M | 20k | 274.95 |
| 2024-06-30 | $5.4M | 20k | 262.47 |
| 2024-03-31 | $5.8M | 21k | 279.08 |
| 2023-12-31 | $5.4M | 21k | 260.35 |
| 2023-09-30 | $4.7M | 20k | 230.01 |
| 2023-06-30 | $4.9M | 21k | 237.48 |
| 2023-03-31 | $4.6M | 21k | 225.46 |
| 2022-12-31 | $4.9M | 24k | 207.76 |
| 2022-09-30 | $4.2M | 24k | 177.66 |
| 2022-06-30 | $2.2M | 11k | 196.91 |
| 2022-03-31 | $8.3M | 37k | 221.77 |
| 2021-12-31 | $3.4M | 16k | 216.73 |
| 2021-09-30 | $2.4M | 11k | 222.73 |
| 2021-06-30 | $2.6M | 11k | 233.84 |
| 2021-03-31 | $2.2M | 11k | 211.77 |
| 2020-12-31 | $1.4M | 6.5k | 218.73 |
| 2020-09-30 | $1.3M | 6.3k | 200.03 |
| 2020-06-30 | $1.2M | 6.0k | 193.24 |
| 2020-03-31 | $976k | 6.1k | 161.16 |
| 2019-12-31 | $1.8M | 9.5k | 187.90 |
| 2019-09-30 | $1.9M | 11k | 172.05 |
| 2019-06-30 | $1.9M | 11k | 173.51 |
| 2019-03-31 | $1.8M | 11k | 156.15 |
| 2018-12-31 | $1.6M | 12k | 131.93 |
| 2018-09-30 | $1.8M | 12k | 150.13 |
| 2018-06-30 | $1.5M | 11k | 132.47 |