Visa shares owned by Centric Wealth Management
Historical chart of Centric Wealth Management investment in Visa
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All positions including Visa held by Centric Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Visa by Centric Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.8M | 19k | 307.40 |
| 2024-06-30 | $4.9M | 19k | 259.46 |
| 2024-03-31 | $4.9M | 18k | 268.61 |
| 2023-12-31 | $4.8M | 18k | 275.58 |
| 2023-09-30 | $3.9M | 17k | 230.02 |
| 2023-06-30 | $3.9M | 16k | 238.15 |
| 2023-03-31 | $3.7M | 16k | 225.46 |
| 2022-12-31 | $3.3M | 16k | 207.76 |
| 2022-09-30 | $2.8M | 16k | 177.64 |
| 2022-06-30 | $3.0M | 15k | 196.85 |
| 2022-03-31 | $3.1M | 14k | 221.77 |
| 2021-12-31 | $3.0M | 14k | 216.69 |
| 2021-09-30 | $3.0M | 14k | 222.74 |
| 2021-06-30 | $3.1M | 13k | 233.86 |
| 2021-03-31 | $2.5M | 12k | 211.71 |
| 2020-12-31 | $2.6M | 12k | 218.70 |
| 2020-09-30 | $1.4M | 8.1k | 169.81 |
| 2020-06-30 | $1.8M | 9.4k | 193.18 |
| 2020-03-31 | $1.4M | 8.1k | 169.81 |
| 2019-12-31 | $1.6M | 8.6k | 187.93 |
| 2019-09-30 | $1.4M | 8.1k | 169.81 |
| 2019-06-30 | $1.3M | 7.3k | 173.53 |