Visa shares owned by Confluence Wealth Management
Quarter-by-quarter ownership of Visa (V) shares owned by Confluence Wealth Management
from 13F filings
Historical chart of Confluence Wealth Management investment in Visa
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Quarterly reported holdings in Visa by Confluence Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-09-30 | $1.2M | 6.8k | 172.05 |
| 2020-06-30 | $1.3M | 6.5k | 193.20 |
| 2020-03-31 | $1.1M | 6.6k | 161.08 |
| 2019-12-31 | $1.2M | 6.8k | 172.05 |
| 2019-09-30 | $1.2M | 6.8k | 172.05 |
| 2019-06-30 | $1.2M | 6.8k | 173.55 |
| 2019-03-31 | $1.1M | 6.7k | 156.24 |
| 2018-12-31 | $895k | 6.8k | 131.95 |
| 2018-09-30 | $1.0M | 6.8k | 150.05 |
| 2018-06-30 | $905k | 6.8k | 132.48 |
| 2018-03-31 | $876k | 7.3k | 119.59 |
| 2017-12-31 | $826k | 7.2k | 114.01 |
| 2017-09-30 | $783k | 7.4k | 105.26 |
| 2017-06-30 | $672k | 7.6k | 88.85 |
| 2017-03-31 | $672k | 7.6k | 88.85 |
| 2016-12-31 | $636k | 8.1k | 78.07 |
| 2016-09-30 | $674k | 8.1k | 82.73 |
| 2016-06-30 | $604k | 8.1k | 74.14 |
| 2016-03-31 | $597k | 7.8k | 76.48 |
| 2015-12-31 | $382k | 4.9k | 77.45 |
| 2015-09-30 | $268k | 3.9k | 69.57 |
| 2015-06-30 | $259k | 3.9k | 67.24 |
| 2015-03-31 | $234k | 3.6k | 65.29 |
More positions owned by Confluence Wealth Management
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