Visa shares owned by EPG Wealth Management
Historical chart of EPG Wealth Management investment in Visa
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All positions including Visa held by EPG Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Visa by EPG Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.8M | 8.1k | 341.38 |
| 2025-06-30 | $2.6M | 7.5k | 355.05 |
| 2025-03-31 | $2.5M | 7.2k | 350.46 |
| 2024-12-31 | $2.0M | 6.2k | 316.04 |
| 2024-09-30 | $1.8M | 6.7k | 274.96 |
| 2024-06-30 | $0 | 0 | 0.00 |
| 2024-03-31 | $1.9M | 6.9k | 279.09 |
| 2023-12-31 | $1.8M | 6.7k | 275.80 |
| 2023-09-30 | $1.5M | 6.4k | 229.99 |
| 2023-06-30 | $1.4M | 6.0k | 237.48 |
| 2023-03-31 | $1.3M | 5.7k | 225.48 |
| 2022-12-31 | $898k | 4.3k | 207.75 |
| 2022-09-30 | $801k | 4.5k | 177.64 |
| 2022-06-30 | $845k | 4.3k | 196.79 |
| 2022-03-31 | $1.0M | 4.6k | 221.79 |
| 2021-12-31 | $705k | 3.3k | 216.79 |
| 2021-09-30 | $671k | 3.0k | 222.92 |
| 2021-06-30 | $689k | 2.9k | 233.88 |
| 2021-03-31 | $623k | 2.9k | 211.76 |
| 2020-12-31 | $585k | 2.7k | 218.69 |
| 2020-09-30 | $501k | 2.5k | 200.08 |
| 2020-06-30 | $447k | 2.3k | 193.09 |
| 2020-03-31 | $692k | 4.3k | 161.11 |
| 2019-12-31 | $546k | 2.9k | 187.89 |