Visa shares owned by EverSource Wealth Advisors
Quarter-by-quarter ownership of Visa (V) shares owned by EverSource Wealth Advisors
from 13F filings
Historical chart of EverSource Wealth Advisors investment in Visa
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All positions including Visa held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $4.2M | 15k | 274.95 |
2024-06-30 | $4.2M | 16k | 265.67 |
2024-03-31 | $3.3M | 12k | 268.59 |
2023-12-31 | $3.2M | 12k | 260.35 |
2023-09-30 | $2.7M | 12k | 230.01 |
2023-06-30 | $2.8M | 12k | 237.50 |
2023-03-31 | $2.4M | 11k | 225.46 |
2022-12-31 | $2.3M | 11k | 207.76 |
2022-09-30 | $1.5M | 8.4k | 177.80 |
2022-06-30 | $1.8M | 9.1k | 196.93 |
2022-03-31 | $1.7M | 7.7k | 221.48 |
2021-12-31 | $1.1M | 5.3k | 214.77 |
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