Visa shares owned by HB Wealth Management
Historical chart of HB Wealth Management investment in Visa
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All positions including Visa held by HB Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Visa by HB Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $26M | 93k | 274.95 |
| 2024-06-30 | $24M | 91k | 262.47 |
| 2024-03-31 | $23M | 81k | 279.08 |
| 2023-12-31 | $20M | 76k | 260.35 |
| 2023-09-30 | $18M | 76k | 230.01 |
| 2023-06-30 | $17M | 71k | 237.48 |
| 2023-03-31 | $15M | 67k | 225.46 |
| 2022-12-31 | $13M | 64k | 207.76 |
| 2022-09-30 | $9.9M | 56k | 177.66 |
| 2022-06-30 | $9.7M | 49k | 196.88 |
| 2022-03-31 | $10M | 46k | 221.77 |
| 2021-12-31 | $7.4M | 34k | 216.70 |
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