Visa shares owned by Focused Wealth Management
Historical chart of Focused Wealth Management investment in Visa
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All positions including Visa held by Focused Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Visa by Focused Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $311k | 1.1k | 274.93 |
| 2024-06-30 | $261k | 994 | 262.52 |
| 2024-03-31 | $279k | 1.0k | 278.96 |
| 2023-12-31 | $223k | 855 | 260.36 |
| 2023-09-30 | $192k | 835 | 230.06 |
| 2023-06-30 | $201k | 845 | 237.37 |
| 2023-03-31 | $259k | 1.1k | 225.43 |
| 2022-12-31 | $196k | 943 | 207.75 |
| 2022-09-30 | $171k | 960 | 178.13 |
| 2022-06-30 | $169k | 860 | 196.51 |
| 2022-03-31 | $187k | 843 | 221.83 |
| 2021-12-31 | $182k | 842 | 216.15 |
| 2021-09-30 | $184k | 827 | 222.49 |
| 2021-06-30 | $190k | 814 | 233.42 |
| 2021-03-31 | $261k | 1.2k | 211.68 |
| 2020-12-31 | $182k | 832 | 218.75 |
| 2020-09-30 | $163k | 816 | 199.75 |
| 2020-06-30 | $157k | 815 | 192.64 |
| 2020-03-31 | $141k | 874 | 161.33 |
| 2019-12-31 | $140k | 743 | 188.43 |
| 2019-09-30 | $128k | 743 | 172.27 |
| 2019-06-30 | $129k | 743 | 173.62 |
| 2019-03-31 | $82k | 524 | 156.49 |
| 2018-12-31 | $69k | 524 | 131.68 |
| 2018-09-30 | $53k | 354 | 149.72 |
| 2018-06-30 | $69k | 524 | 131.68 |
| 2018-03-31 | $42k | 354 | 118.64 |
| 2017-12-31 | $40k | 354 | 112.99 |
| 2017-09-30 | $37k | 354 | 104.52 |
| 2017-06-30 | $33k | 354 | 93.22 |
| 2017-03-31 | $31k | 354 | 87.57 |
| 2016-12-31 | $28k | 354 | 79.10 |
| 2016-09-30 | $29k | 354 | 81.92 |
| 2016-06-30 | $26k | 354 | 73.45 |
| 2016-03-31 | $37k | 486 | 76.13 |
| 2015-12-31 | $27k | 354 | 76.27 |