Visa shares owned by Burns Wealth Management
Historical chart of Burns Wealth Management investment in Visa
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All positions including Visa held by Burns Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Visa by Burns Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $28M | 90k | 316.04 |
| 2024-09-30 | $25M | 91k | 274.95 |
| 2024-06-30 | $24M | 93k | 262.47 |
| 2024-03-31 | $27M | 97k | 279.08 |
| 2023-09-30 | $21M | 93k | 230.01 |
| 2023-06-30 | $25M | 103k | 237.48 |
| 2023-03-31 | $20M | 90k | 225.46 |
| 2022-12-31 | $19M | 89k | 207.76 |
| 2022-09-30 | $12M | 69k | 177.65 |
| 2022-06-30 | $13M | 67k | 196.89 |
| 2022-03-31 | $14M | 62k | 221.76 |
| 2021-12-31 | $11M | 50k | 216.71 |
| 2021-09-30 | $9.4M | 42k | 222.75 |
| 2021-06-30 | $11M | 47k | 233.82 |
| 2021-03-31 | $9.6M | 45k | 211.74 |
| 2020-12-31 | $9.4M | 43k | 218.73 |
| 2020-09-30 | $16M | 77k | 199.96 |
| 2020-06-30 | $8.0M | 41k | 193.17 |
| 2020-03-31 | $1.6M | 9.8k | 161.15 |
| 2019-12-31 | $1.8M | 9.5k | 187.93 |
| 2019-09-30 | $1.7M | 9.9k | 172.04 |
| 2019-06-30 | $2.2M | 13k | 173.55 |
| 2019-03-31 | $2.0M | 13k | 156.23 |
| 2018-12-31 | $1.6M | 12k | 131.92 |
| 2018-09-30 | $2.3M | 15k | 150.08 |
| 2018-06-30 | $2.1M | 16k | 132.44 |
| 2018-03-31 | $2.0M | 16k | 119.61 |
| 2017-12-31 | $1.9M | 16k | 114.04 |
| 2017-09-30 | $1.8M | 17k | 105.25 |
| 2017-06-30 | $324k | 3.5k | 93.89 |
| 2016-09-30 | $217k | 2.6k | 82.48 |