Visa shares owned by Dougherty Wealth Advisers
Historical chart of Dougherty Wealth Advisers investment in Visa
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All positions including Visa held by Dougherty Wealth Advisers consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Visa by Dougherty Wealth Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $522k | 1.9k | 279.08 |
| 2023-12-31 | $629k | 2.4k | 260.35 |
| 2023-09-30 | $556k | 2.4k | 230.01 |
| 2023-06-30 | $574k | 2.4k | 237.48 |
| 2023-03-31 | $545k | 2.4k | 225.46 |
| 2022-12-31 | $502k | 2.4k | 207.76 |
| 2022-09-30 | $429k | 2.4k | 177.57 |
| 2022-06-30 | $476k | 2.4k | 197.02 |
| 2022-03-31 | $536k | 2.4k | 221.85 |
| 2021-12-31 | $524k | 2.4k | 216.89 |
| 2021-09-30 | $538k | 2.4k | 222.68 |
| 2021-06-30 | $565k | 2.4k | 233.86 |
| 2021-03-31 | $512k | 2.4k | 211.92 |
| 2020-12-31 | $528k | 2.4k | 218.54 |
| 2020-09-30 | $483k | 2.4k | 199.92 |
| 2020-06-30 | $467k | 2.4k | 193.29 |
| 2020-03-31 | $389k | 2.4k | 161.01 |
| 2019-12-31 | $454k | 2.4k | 187.91 |
| 2019-09-30 | $416k | 2.4k | 172.19 |
| 2019-06-30 | $468k | 2.7k | 173.59 |
| 2019-03-31 | $377k | 2.4k | 156.04 |
| 2018-12-31 | $339k | 2.4k | 140.31 |