Visa shares owned by Bernardo Wealth Planning
Historical chart of Bernardo Wealth Planning investment in Visa
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All positions including Visa held by Bernardo Wealth Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Visa by Bernardo Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $243k | 694 | 350.72 |
| 2025-09-30 | $232k | 680 | 341.40 |
| 2025-06-30 | $227k | 638 | 355.80 |
| 2025-03-31 | $212k | 605 | 350.41 |
| 2020-12-31 | $1.2M | 5.3k | 218.66 |
| 2020-09-30 | $1.1M | 5.3k | 199.81 |
| 2020-06-30 | $699k | 3.6k | 192.99 |
| 2020-03-31 | $570k | 3.5k | 160.97 |
| 2019-12-31 | $648k | 3.5k | 187.66 |
| 2019-09-30 | $598k | 3.5k | 171.94 |
| 2019-06-30 | $625k | 3.6k | 173.42 |
| 2019-03-31 | $563k | 3.6k | 156.22 |
| 2018-12-31 | $452k | 3.4k | 132.05 |