Visa shares owned by HCR Wealth Advisors
Historical chart of HCR Wealth Advisors investment in Visa
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All positions including Visa held by HCR Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Visa by HCR Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $10M | 32k | 316.05 |
| 2024-09-30 | $8.9M | 32k | 274.95 |
| 2024-06-30 | $8.3M | 32k | 262.48 |
| 2024-03-31 | $8.9M | 32k | 279.08 |
| 2023-12-31 | $8.3M | 32k | 260.36 |
| 2023-09-30 | $6.0M | 26k | 230.01 |
| 2023-06-30 | $7.0M | 30k | 237.48 |
| 2023-03-31 | $6.9M | 31k | 225.46 |
| 2022-12-31 | $6.5M | 31k | 207.76 |
| 2022-09-30 | $5.8M | 33k | 177.65 |
| 2022-06-30 | $6.5M | 33k | 196.89 |
| 2022-03-31 | $7.8M | 35k | 221.77 |
| 2021-12-31 | $7.9M | 36k | 216.70 |
| 2021-09-30 | $8.2M | 37k | 222.76 |
| 2021-06-30 | $8.5M | 36k | 233.83 |
| 2021-03-31 | $7.5M | 36k | 211.74 |
| 2020-12-31 | $8.5M | 39k | 218.73 |
| 2020-09-30 | $7.7M | 39k | 199.23 |
| 2020-06-30 | $7.4M | 38k | 193.75 |
| 2020-03-31 | $6.3M | 39k | 161.11 |
| 2019-12-31 | $7.6M | 40k | 187.90 |
| 2019-09-30 | $6.9M | 40k | 172.47 |
| 2019-06-30 | $6.8M | 39k | 173.55 |
| 2019-03-31 | $5.9M | 37k | 158.20 |
| 2018-12-31 | $5.4M | 41k | 131.94 |
| 2018-09-30 | $5.7M | 41k | 139.97 |
| 2018-06-30 | $5.3M | 40k | 133.05 |
| 2018-03-31 | $4.8M | 40k | 119.61 |
| 2017-12-31 | $4.6M | 40k | 114.02 |
| 2017-09-30 | $4.2M | 40k | 105.25 |
| 2017-06-30 | $292k | 3.1k | 93.83 |
| 2017-03-31 | $3.5M | 39k | 88.77 |
| 2016-12-31 | $3.0M | 38k | 78.01 |