Visa shares owned by Efficient Wealth Management
Quarter-by-quarter ownership of Visa (V) shares owned by Efficient Wealth Management
from 13F filings
Historical chart of Efficient Wealth Management investment in Visa
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Quarterly reported holdings in Visa by Efficient Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $552k | 1.6k | 341.16 |
| 2025-06-30 | $573k | 1.6k | 350.24 |
| 2024-12-31 | $151k | 478 | 315.90 |
| 2024-09-30 | $120k | 440 | 272.73 |
| 2024-06-30 | $115k | 441 | 260.77 |
| 2024-03-31 | $120k | 430 | 279.07 |
| 2023-12-31 | $82k | 314 | 261.15 |
| 2023-09-30 | $68k | 300 | 226.80 |
| 2023-06-30 | $66k | 281 | 235.29 |
| 2023-03-31 | $45k | 219 | 205.48 |
| 2022-12-31 | $37k | 209 | 177.03 |
| 2022-09-30 | $37k | 209 | 177.03 |
| 2022-06-30 | $50k | 252 | 198.41 |
| 2022-03-31 | $46k | 209 | 220.10 |
| 2021-12-31 | $45k | 209 | 215.31 |
| 2021-09-30 | $47k | 209 | 224.88 |
| 2021-06-30 | $39k | 169 | 230.77 |
| 2021-03-31 | $103k | 488 | 211.07 |
| 2020-12-31 | $207k | 946 | 218.82 |
| 2020-09-30 | $34k | 169 | 201.18 |
| 2020-06-30 | $33k | 169 | 195.27 |
| 2020-03-31 | $188k | 1.2k | 160.82 |
| 2019-12-31 | $281k | 1.5k | 187.83 |
| 2019-09-30 | $257k | 1.5k | 171.79 |
More positions owned by Efficient Wealth Management
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