Visa shares owned by Defined Wealth Management
Historical chart of Defined Wealth Management investment in Visa
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All positions including Visa held by Defined Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Visa by Defined Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $406k | 1.5k | 274.95 |
| 2024-06-30 | $372k | 1.4k | 262.47 |
| 2024-03-31 | $383k | 1.4k | 279.08 |
| 2023-12-31 | $356k | 1.4k | 260.35 |
| 2023-09-30 | $310k | 1.3k | 230.01 |
| 2023-06-30 | $310k | 1.3k | 237.48 |
| 2023-03-31 | $293k | 1.3k | 225.46 |
| 2022-12-31 | $270k | 1.3k | 207.76 |
| 2022-09-30 | $231k | 1.3k | 177.97 |
| 2022-03-31 | $288k | 1.3k | 221.88 |
| 2020-12-31 | $84k | 385 | 218.18 |