Visa shares owned by Iams Wealth Management
Historical chart of Iams Wealth Management investment in Visa
Tip: Access up to 7 years of quarterly data
All positions including Visa held by Iams Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Visa by Iams Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $394k | 1.1k | 350.75 |
| 2025-09-30 | $347k | 1.0k | 341.56 |
| 2025-06-30 | $214k | 603 | 355.05 |
| 2025-03-31 | $622k | 1.8k | 350.46 |
| 2024-12-31 | $444k | 1.4k | 316.04 |
| 2024-09-30 | $406k | 1.5k | 274.95 |
| 2024-06-30 | $302k | 1.1k | 262.47 |
| 2023-12-31 | $262k | 1.0k | 260.35 |