Visa shares owned by Instrumental Wealth
Historical chart of Instrumental Wealth investment in Visa
Tip: Access up to 7 years of quarterly data
All positions including Visa held by Instrumental Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Visa by Instrumental Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $322k | 932 | 345.16 |
| 2025-06-30 | $284k | 817 | 347.23 |
| 2025-03-31 | $270k | 806 | 335.10 |
| 2024-12-31 | $267k | 767 | 348.65 |
| 2024-09-30 | $203k | 724 | 280.55 |
| 2024-03-31 | $213k | 786 | 270.89 |