Visa shares owned by Curi Wealth Management
Historical chart of Curi Wealth Management investment in Visa
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All positions including Visa held by Curi Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Visa by Curi Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $13M | 49k | 260.35 |
| 2023-09-30 | $13M | 55k | 230.01 |
| 2023-06-30 | $13M | 53k | 237.48 |
| 2023-03-31 | $13M | 57k | 225.46 |
| 2022-12-31 | $13M | 64k | 207.76 |
| 2022-09-30 | $12M | 66k | 177.64 |
| 2022-06-30 | $12M | 62k | 196.87 |
| 2022-03-31 | $14M | 62k | 221.76 |
| 2021-12-31 | $13M | 62k | 216.69 |
| 2021-09-30 | $728k | 3.3k | 222.56 |
| 2021-06-30 | $779k | 3.3k | 233.65 |
| 2021-03-31 | $671k | 3.2k | 211.61 |
| 2020-12-31 | $688k | 3.1k | 218.48 |