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
Download as csv Download as ExcelQuarterly reported holdings in Visa by Core Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |