Visa shares owned by Cumberland Advisors
Historical chart of Cumberland Advisors investment in Visa
Tip: Access up to 7 years of quarterly data
All positions including Visa held by Cumberland Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Visa by Cumberland Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $219k | 640 | 341.38 |
| 2025-06-30 | $227k | 640 | 355.05 |
| 2025-03-31 | $228k | 650 | 350.46 |
| 2024-12-31 | $202k | 640 | 316.04 |
| 2021-06-30 | $203k | 870 | 233.33 |
| 2020-06-30 | $265k | 1.4k | 193.43 |
| 2020-03-31 | $221k | 1.4k | 161.31 |
| 2019-12-31 | $257k | 1.4k | 187.59 |
| 2019-09-30 | $356k | 2.1k | 171.98 |
| 2019-06-30 | $374k | 2.2k | 173.55 |
| 2019-03-31 | $323k | 2.1k | 156.04 |
| 2018-12-31 | $273k | 2.1k | 131.88 |