Visa shares owned by Castle Wealth Management
Historical chart of Castle Wealth Management investment in Visa
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All positions including Visa held by Castle Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Visa by Castle Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.4M | 4.3k | 316.06 |
| 2024-09-30 | $1.2M | 4.4k | 274.96 |
| 2024-06-30 | $995k | 3.8k | 262.48 |
| 2024-03-31 | $1.0M | 3.6k | 279.08 |
| 2023-12-31 | $1.1M | 4.2k | 260.34 |
| 2023-09-30 | $945k | 4.1k | 230.00 |
| 2023-06-30 | $794k | 3.3k | 237.46 |
| 2023-03-31 | $770k | 3.4k | 225.44 |
| 2022-12-31 | $751k | 3.6k | 207.73 |
| 2022-09-30 | $654k | 3.7k | 177.77 |
| 2022-06-30 | $568k | 2.9k | 197.13 |