Visa shares owned by Elmwood Wealth Management
Historical chart of Elmwood Wealth Management investment in Visa
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All positions including Visa held by Elmwood Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Visa by Elmwood Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $849k | 3.3k | 260.35 |
| 2023-09-30 | $921k | 4.0k | 230.01 |
| 2023-06-30 | $951k | 4.0k | 237.48 |
| 2023-03-31 | $903k | 4.0k | 225.46 |
| 2022-12-31 | $828k | 4.0k | 207.76 |
| 2022-09-30 | $708k | 4.0k | 177.67 |
| 2022-06-30 | $765k | 3.9k | 196.91 |
| 2022-03-31 | $862k | 3.9k | 221.88 |
| 2021-12-31 | $842k | 3.9k | 216.73 |
| 2021-06-30 | $920k | 3.9k | 233.80 |
| 2021-03-31 | $833k | 3.9k | 211.69 |
| 2020-09-30 | $752k | 3.9k | 193.27 |
| 2020-06-30 | $752k | 3.9k | 193.27 |
| 2020-03-31 | $48k | 400 | 119.62 |
| 2019-09-30 | $69k | 400 | 172.50 |
| 2019-06-30 | $69k | 400 | 172.50 |
| 2019-03-31 | $62k | 400 | 155.00 |
| 2018-12-31 | $53k | 400 | 132.50 |
| 2018-09-30 | $60k | 400 | 150.09 |
| 2018-06-30 | $53k | 400 | 132.45 |
| 2018-03-31 | $48k | 400 | 119.62 |