Visa shares owned by Concord Wealth Partners
Historical chart of Concord Wealth Partners investment in Visa
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All positions including Visa held by Concord Wealth Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Visa by Concord Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.2M | 9.3k | 341.39 |
| 2025-06-30 | $3.3M | 9.3k | 355.06 |
| 2025-03-31 | $3.3M | 9.5k | 350.47 |
| 2024-12-31 | $2.9M | 9.2k | 316.02 |
| 2024-09-30 | $2.7M | 9.7k | 274.96 |
| 2024-06-30 | $2.3M | 8.8k | 262.46 |
| 2024-03-31 | $2.4M | 8.5k | 279.07 |
| 2023-12-31 | $1.7M | 6.6k | 260.33 |
| 2023-09-30 | $1.2M | 5.3k | 230.00 |
| 2023-06-30 | $1.2M | 4.9k | 237.46 |
| 2023-03-31 | $742k | 3.3k | 225.49 |
| 2022-12-31 | $685k | 3.3k | 207.77 |
| 2022-09-30 | $774k | 4.4k | 177.65 |
| 2022-06-30 | $862k | 4.4k | 196.80 |
| 2022-03-31 | $931k | 4.2k | 221.72 |
| 2021-12-31 | $917k | 4.2k | 216.63 |
| 2021-09-30 | $573k | 2.6k | 222.78 |
| 2021-06-30 | $876k | 3.7k | 233.85 |
| 2021-03-31 | $818k | 3.9k | 211.70 |
| 2020-12-31 | $551k | 2.5k | 218.74 |