Visa shares owned by Heartwood Wealth Advisors
Historical chart of Heartwood Wealth Advisors investment in Visa
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All positions including Visa held by Heartwood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Visa by Heartwood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $972k | 3.5k | 274.95 |
| 2024-06-30 | $1.0M | 3.9k | 262.47 |
| 2024-03-31 | $682k | 2.4k | 279.08 |
| 2023-12-31 | $636k | 2.4k | 260.35 |
| 2023-09-30 | $618k | 2.7k | 230.01 |
| 2023-06-30 | $828k | 3.5k | 237.48 |
| 2023-03-31 | $734k | 3.3k | 225.46 |
| 2022-12-31 | $647k | 3.1k | 207.76 |
| 2022-09-30 | $495k | 2.8k | 177.55 |
| 2022-06-30 | $614k | 3.1k | 196.86 |
| 2022-03-31 | $844k | 3.8k | 221.81 |
| 2021-12-31 | $352k | 1.6k | 216.62 |
| 2021-09-30 | $289k | 1.3k | 222.99 |
| 2021-06-30 | $292k | 1.3k | 233.60 |
| 2021-03-31 | $265k | 1.3k | 212.00 |
| 2020-12-31 | $319k | 1.5k | 218.94 |
| 2020-09-30 | $291k | 1.5k | 199.73 |
| 2020-06-30 | $281k | 1.5k | 192.86 |
| 2020-03-31 | $235k | 1.5k | 161.29 |
| 2019-12-31 | $274k | 1.5k | 188.06 |