Visa shares owned by Edge Wealth Management
Historical chart of Edge Wealth Management investment in Visa
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All positions including Visa held by Edge Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Visa by Edge Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $205k | 745 | 274.95 |
| 2024-03-31 | $208k | 745 | 279.08 |
| 2023-12-31 | $255k | 980 | 260.35 |
| 2023-09-30 | $225k | 980 | 230.01 |
| 2023-06-30 | $233k | 980 | 237.48 |
| 2023-03-31 | $221k | 980 | 225.47 |
| 2022-12-31 | $202k | 980 | 206.35 |
| 2021-12-31 | $57k | 263 | 216.73 |
| 2021-09-30 | $68k | 307 | 221.50 |
| 2021-06-30 | $64k | 272 | 235.29 |
| 2021-03-31 | $58k | 272 | 213.24 |
| 2020-12-31 | $50k | 228 | 219.30 |
| 2020-09-30 | $59k | 296 | 199.32 |
| 2020-06-30 | $110k | 569 | 193.32 |
| 2020-03-31 | $94k | 569 | 165.20 |
| 2019-12-31 | $73k | 391 | 186.70 |
| 2019-09-30 | $67k | 391 | 171.36 |
| 2019-06-30 | $67k | 391 | 171.36 |
| 2019-03-31 | $61k | 391 | 156.01 |
| 2018-12-31 | $215k | 1.6k | 132.06 |
| 2018-09-30 | $244k | 1.6k | 149.88 |
| 2018-06-30 | $216k | 1.6k | 132.68 |
| 2018-03-31 | $14k | 118 | 118.64 |
| 2017-12-31 | $13k | 118 | 110.17 |
| 2017-09-30 | $12k | 118 | 101.69 |
| 2017-06-30 | $11k | 118 | 93.22 |
| 2017-03-31 | $11k | 118 | 93.22 |
| 2016-12-31 | $9.0k | 118 | 76.27 |
| 2016-09-30 | $10k | 118 | 84.75 |
| 2016-06-30 | $13k | 176 | 73.86 |
| 2016-03-31 | $13k | 176 | 73.86 |
| 2015-12-31 | $14k | 176 | 79.55 |
| 2015-09-30 | $12k | 176 | 68.18 |
| 2015-06-30 | $5.0k | 76 | 65.79 |
| 2015-03-31 | $5.0k | 76 | 65.79 |
| 2014-12-31 | $4.0k | 17 | 235.29 |
| 2014-09-30 | $4.0k | 17 | 235.29 |
| 2014-06-30 | $4.0k | 17 | 235.29 |