Visa shares owned by Concentric Wealth Management
Quarter-by-quarter ownership of Visa (V) shares owned by Concentric Wealth Management
from 13F filings
Historical chart of Concentric Wealth Management investment in Visa
Tip: Access up to 7 years of quarterly data
All positions including Visa held by Concentric Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Visa by Concentric Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $8.6M | 31k | 274.95 |
| 2024-06-30 | $8.2M | 31k | 262.47 |
| 2024-03-31 | $8.6M | 31k | 279.08 |
| 2023-12-31 | $7.8M | 30k | 260.35 |
| 2023-09-30 | $7.0M | 30k | 230.01 |
| 2023-06-30 | $7.2M | 30k | 237.48 |
| 2023-03-31 | $6.9M | 31k | 225.46 |
| 2022-12-31 | $6.4M | 31k | 207.76 |
| 2022-09-30 | $5.5M | 31k | 177.65 |
| 2022-06-30 | $6.0M | 30k | 196.88 |
| 2022-03-31 | $6.7M | 30k | 221.76 |
| 2021-12-31 | $6.5M | 30k | 216.71 |
| 2021-09-30 | $6.6M | 30k | 222.75 |
| 2021-06-30 | $7.1M | 30k | 233.80 |
| 2021-03-31 | $6.4M | 30k | 211.73 |
| 2020-12-31 | $6.5M | 30k | 218.72 |
| 2020-09-30 | $6.0M | 30k | 199.97 |
| 2020-06-30 | $5.8M | 30k | 193.16 |
| 2020-03-31 | $4.7M | 29k | 161.11 |
| 2019-12-31 | $5.7M | 31k | 187.89 |
| 2019-09-30 | $3.9M | 23k | 172.00 |
| 2019-06-30 | $4.0M | 23k | 173.56 |
| 2019-03-31 | $3.6M | 23k | 156.18 |
| 2018-12-31 | $3.1M | 23k | 131.93 |
| 2018-09-30 | $3.4M | 22k | 150.07 |
| 2018-06-30 | $3.1M | 23k | 132.43 |
| 2018-03-31 | $2.7M | 23k | 119.63 |
| 2017-12-31 | $2.6M | 23k | 114.01 |
| 2017-09-30 | $2.5M | 24k | 105.23 |
| 2017-06-30 | $2.2M | 24k | 93.79 |
| 2017-03-31 | $2.1M | 24k | 88.87 |
| 2016-12-31 | $1.8M | 23k | 78.03 |
More positions owned by Concentric Wealth Management
View all positions for Concentric Wealth Management