Visa shares owned by Heritage Trust
Historical chart of Heritage Trust investment in Visa
Tip: Access up to 7 years of quarterly data
All positions including Visa held by Heritage Trust consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Visa by Heritage Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $10M | 40k | 260.35 |
| 2023-09-30 | $9.3M | 40k | 230.01 |
| 2023-06-30 | $9.7M | 41k | 237.48 |
| 2023-03-31 | $9.1M | 41k | 225.46 |
| 2022-12-31 | $8.5M | 41k | 207.76 |
| 2022-09-30 | $7.2M | 40k | 177.64 |
| 2022-06-30 | $8.0M | 40k | 196.83 |
| 2022-03-31 | $9.1M | 41k | 221.79 |
| 2021-12-31 | $8.3M | 39k | 216.62 |
| 2021-09-30 | $7.8M | 35k | 222.76 |
| 2021-06-30 | $7.9M | 34k | 233.75 |
| 2021-03-31 | $6.7M | 32k | 211.91 |
| 2020-12-31 | $6.5M | 30k | 218.46 |
| 2020-09-30 | $6.0M | 30k | 199.89 |
| 2020-06-30 | $6.0M | 31k | 193.34 |
| 2020-03-31 | $4.7M | 29k | 161.39 |
| 2019-12-31 | $4.7M | 25k | 187.31 |
| 2019-09-30 | $4.3M | 25k | 172.01 |
| 2019-06-30 | $3.9M | 23k | 173.56 |
| 2019-03-31 | $3.5M | 22k | 156.21 |
| 2018-12-31 | $754k | 5.7k | 131.86 |
| 2018-09-30 | $887k | 5.9k | 150.06 |
| 2018-06-30 | $789k | 6.0k | 132.40 |
| 2018-03-31 | $684k | 5.7k | 119.54 |
| 2017-12-31 | $658k | 5.8k | 113.94 |
| 2017-09-30 | $701k | 6.7k | 105.22 |
| 2017-06-30 | $424k | 4.5k | 93.81 |
| 2017-03-31 | $265k | 3.0k | 88.78 |