Visa shares owned by Invera Wealth Advisors
Historical chart of Invera Wealth Advisors investment in Visa
Tip: Access up to 7 years of quarterly data
All positions including Visa held by Invera Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Visa by Invera Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.6M | 4.5k | 350.71 |
| 2025-09-30 | $1.7M | 4.9k | 341.38 |
| 2025-06-30 | $1.7M | 4.8k | 355.05 |
| 2025-03-31 | $1.7M | 4.9k | 350.46 |
| 2024-12-31 | $2.1M | 6.4k | 327.70 |
| 2024-09-30 | $2.1M | 6.8k | 305.97 |
| 2024-06-30 | $1.9M | 7.3k | 262.59 |
| 2024-03-31 | $1.8M | 6.7k | 271.37 |
| 2023-12-31 | $1.7M | 6.6k | 260.35 |