Visa shares owned by Crestmont Private Wealth
Historical chart of Crestmont Private Wealth investment in Visa
Tip: Access up to 7 years of quarterly data
All positions including Visa held by Crestmont Private Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Visa by Crestmont Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 2.9k | 341.41 |
| 2025-06-30 | $992k | 2.8k | 355.07 |
| 2025-03-31 | $914k | 2.6k | 350.48 |
| 2024-12-31 | $739k | 2.3k | 316.05 |
| 2024-09-30 | $673k | 2.4k | 274.96 |
| 2024-06-30 | $600k | 2.3k | 262.48 |
| 2024-03-31 | $543k | 1.9k | 279.10 |
| 2023-12-31 | $398k | 1.5k | 260.37 |
| 2023-09-30 | $371k | 1.6k | 230.02 |
| 2023-06-30 | $477k | 2.0k | 237.49 |
| 2023-03-31 | $409k | 1.8k | 225.47 |
| 2022-12-31 | $322k | 1.5k | 207.77 |