Visa shares owned by Cm Wealth Advisors
Historical chart of Cm Wealth Advisors investment in Visa
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All positions including Visa held by Cm Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Visa by Cm Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $475k | 1.7k | 274.95 |
| 2024-06-30 | $453k | 1.7k | 262.47 |
| 2024-03-31 | $1.5M | 5.4k | 276.46 |
| 2023-12-31 | $509k | 2.0k | 260.35 |
| 2023-09-30 | $484k | 2.0k | 247.46 |
| 2023-06-30 | $1.4M | 5.8k | 235.75 |
| 2023-03-31 | $5.5M | 24k | 228.19 |
| 2022-12-31 | $339k | 1.6k | 207.76 |
| 2022-09-30 | $342k | 1.9k | 177.65 |
| 2022-06-30 | $321k | 1.6k | 196.89 |