Visa shares owned by Encompass Wealth Advisors
Historical chart of Encompass Wealth Advisors investment in Visa
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All positions including Visa held by Encompass Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Visa by Encompass Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $997k | 3.6k | 274.93 |
| 2024-06-30 | $951k | 3.6k | 262.44 |
| 2024-03-31 | $997k | 3.6k | 279.12 |
| 2023-09-30 | $807k | 3.5k | 230.02 |
| 2023-06-30 | $836k | 3.5k | 237.48 |
| 2023-03-31 | $932k | 4.1k | 225.45 |
| 2022-12-31 | $890k | 4.3k | 207.75 |
| 2022-09-30 | $682k | 3.8k | 177.70 |
| 2022-06-30 | $661k | 3.4k | 197.02 |
| 2022-03-31 | $810k | 3.7k | 221.80 |
| 2021-12-31 | $456k | 2.1k | 216.83 |
| 2021-09-30 | $468k | 2.1k | 222.54 |
| 2021-06-30 | $477k | 2.0k | 233.48 |
| 2021-03-31 | $471k | 2.0k | 231.68 |
| 2020-12-31 | $639k | 2.9k | 218.84 |