Visa shares owned by Cypress Wealth Services
Historical chart of Cypress Wealth Services investment in Visa
Tip: Access up to 7 years of quarterly data
All positions including Visa held by Cypress Wealth Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Visa by Cypress Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 3.5k | 341.42 |
| 2025-06-30 | $1.2M | 3.4k | 355.10 |
| 2025-03-31 | $1.2M | 3.4k | 350.47 |
| 2024-12-31 | $1.0M | 3.3k | 316.06 |
| 2024-09-30 | $903k | 3.3k | 274.97 |
| 2024-06-30 | $880k | 3.4k | 262.44 |
| 2024-03-31 | $886k | 3.2k | 279.11 |
| 2023-12-31 | $613k | 2.4k | 260.36 |
| 2023-09-30 | $528k | 2.3k | 230.00 |
| 2023-06-30 | $542k | 2.2k | 243.96 |
| 2023-03-31 | $329k | 1.5k | 225.38 |
| 2022-12-31 | $295k | 1.4k | 207.80 |
| 2022-09-30 | $246k | 1.3k | 183.58 |
| 2022-06-30 | $455k | 2.3k | 196.88 |
| 2022-03-31 | $638k | 2.9k | 221.76 |
| 2021-12-31 | $646k | 3.0k | 216.56 |
| 2021-09-30 | $645k | 2.9k | 222.80 |
| 2021-06-30 | $788k | 3.4k | 233.90 |
| 2021-03-31 | $1.2M | 5.8k | 211.75 |
| 2020-12-31 | $1.2M | 5.6k | 218.77 |
| 2020-09-30 | $1.1M | 5.4k | 199.89 |
| 2020-06-30 | $1.0M | 5.4k | 193.19 |
| 2020-03-31 | $839k | 5.2k | 161.16 |
| 2019-12-31 | $906k | 4.8k | 187.93 |
| 2019-09-30 | $856k | 5.0k | 172.03 |
| 2019-06-30 | $1.3M | 7.5k | 173.59 |
| 2019-03-31 | $1.3M | 8.2k | 156.17 |
| 2018-12-31 | $748k | 5.7k | 131.85 |
| 2018-09-30 | $885k | 5.9k | 150.05 |
| 2018-06-30 | $694k | 5.2k | 132.54 |
| 2018-03-31 | $613k | 5.1k | 119.66 |
| 2017-12-31 | $606k | 5.3k | 113.95 |