Visa shares owned by Beacon Financial Advisory
Historical chart of Beacon Financial Advisory investment in Visa
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All positions including Visa held by Beacon Financial Advisory consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Visa by Beacon Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.8M | 8.3k | 341.37 |
| 2025-06-30 | $2.9M | 8.3k | 355.06 |
| 2025-03-31 | $2.9M | 8.3k | 350.45 |
| 2024-12-31 | $2.5M | 8.0k | 316.05 |
| 2024-09-30 | $2.2M | 8.1k | 274.95 |
| 2024-06-30 | $2.0M | 7.6k | 262.46 |
| 2024-03-31 | $2.1M | 7.6k | 279.09 |
| 2023-12-31 | $2.0M | 7.6k | 260.35 |
| 2023-09-30 | $1.7M | 7.6k | 230.01 |
| 2023-06-30 | $1.4M | 5.9k | 237.48 |
| 2023-03-31 | $1.3M | 5.9k | 225.48 |
| 2022-12-31 | $1.1M | 5.4k | 207.78 |
| 2022-09-30 | $1.0M | 5.8k | 177.65 |
| 2022-06-30 | $1.2M | 6.2k | 196.90 |
| 2022-03-31 | $1.3M | 6.0k | 221.76 |
| 2021-12-31 | $1.3M | 5.9k | 216.74 |
| 2021-09-30 | $1.3M | 5.8k | 222.70 |
| 2021-06-30 | $1.4M | 5.8k | 233.90 |
| 2021-03-31 | $1.2M | 5.8k | 211.80 |
| 2020-12-31 | $1.2M | 5.6k | 218.59 |
| 2020-09-30 | $421k | 2.1k | 199.62 |
| 2020-06-30 | $387k | 2.0k | 193.11 |
| 2020-03-31 | $306k | 1.9k | 160.63 |
| 2019-12-31 | $349k | 1.9k | 187.84 |