Visa shares owned by Circle Wealth Management
Historical chart of Circle Wealth Management investment in Visa
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All positions including Visa held by Circle Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Visa by Circle Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.6M | 5.9k | 274.95 |
| 2024-06-30 | $1.4M | 5.4k | 262.47 |
| 2024-03-31 | $2.2M | 7.9k | 279.08 |
| 2023-12-31 | $2.2M | 8.3k | 260.35 |
| 2023-09-30 | $1.9M | 8.3k | 230.01 |
| 2023-06-30 | $1.4M | 5.8k | 237.48 |
| 2023-03-31 | $1.3M | 5.8k | 225.46 |
| 2022-12-31 | $1.2M | 5.8k | 207.76 |
| 2022-09-30 | $996k | 5.6k | 177.60 |
| 2022-06-30 | $1.1M | 5.8k | 196.87 |
| 2022-03-31 | $3.1M | 14k | 221.72 |
| 2021-12-31 | $1.6M | 7.2k | 216.69 |
| 2021-09-30 | $1.5M | 6.7k | 222.76 |
| 2021-06-30 | $1.9M | 8.3k | 233.81 |
| 2021-03-31 | $1.7M | 8.2k | 211.67 |
| 2020-12-31 | $1.9M | 8.7k | 218.73 |
| 2020-09-30 | $1.2M | 6.1k | 199.97 |
| 2020-06-30 | $1.2M | 6.2k | 193.18 |
| 2020-03-31 | $976k | 6.1k | 161.11 |
| 2019-12-31 | $1.1M | 5.9k | 187.98 |
| 2019-09-30 | $984k | 5.7k | 172.06 |
| 2019-06-30 | $991k | 5.7k | 173.62 |
| 2019-03-31 | $781k | 5.0k | 156.20 |
| 2018-12-31 | $541k | 4.1k | 131.95 |
| 2018-09-30 | $615k | 4.1k | 150.00 |
| 2018-06-30 | $548k | 4.1k | 132.46 |
| 2018-03-31 | $494k | 4.1k | 119.58 |
| 2017-12-31 | $471k | 4.1k | 113.93 |
| 2017-09-30 | $434k | 4.1k | 105.16 |
| 2017-06-30 | $382k | 4.1k | 93.70 |
| 2017-03-31 | $355k | 4.0k | 88.91 |
| 2016-12-31 | $317k | 4.1k | 78.10 |