Visa shares owned by Core Wealth Advisors
Historical chart of Core Wealth Advisors investment in Visa
Tip: Access up to 7 years of quarterly data
All positions including Visa held by Core Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Visa by Core Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $590k | 1.7k | 341.39 |
| 2025-06-30 | $477k | 1.3k | 355.07 |
| 2025-03-31 | $281k | 802 | 350.46 |
| 2024-03-31 | $114k | 407 | 279.08 |
| 2023-09-30 | $182k | 791 | 230.01 |
| 2023-06-30 | $188k | 791 | 237.48 |
| 2023-03-31 | $163k | 721 | 225.46 |
| 2022-12-31 | $157k | 755 | 207.76 |
| 2022-09-30 | $134k | 755 | 177.48 |
| 2022-06-30 | $149k | 755 | 197.35 |
| 2022-03-31 | $191k | 860 | 222.09 |
| 2021-12-31 | $223k | 1.0k | 217.14 |
| 2021-09-30 | $229k | 1.0k | 222.33 |
| 2021-06-30 | $246k | 1.1k | 234.06 |
| 2021-03-31 | $607k | 2.9k | 211.72 |
| 2020-12-31 | $582k | 2.7k | 218.71 |
| 2020-09-30 | $506k | 2.5k | 199.92 |
| 2020-06-30 | $472k | 2.4k | 193.28 |
| 2020-03-31 | $149k | 925 | 161.08 |