Visa shares owned by Jackson Wealth Management
Historical chart of Jackson Wealth Management investment in Visa
Tip: Access up to 7 years of quarterly data
All positions including Visa held by Jackson Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Visa by Jackson Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.8M | 14k | 341.39 |
| 2025-06-30 | $4.9M | 14k | 355.02 |
| 2025-03-31 | $5.0M | 14k | 350.49 |
| 2024-12-31 | $4.6M | 15k | 316.05 |
| 2024-09-30 | $4.0M | 15k | 274.94 |
| 2024-06-30 | $2.4M | 9.2k | 262.49 |
| 2024-03-31 | $4.0M | 14k | 279.05 |
| 2023-12-31 | $3.4M | 13k | 260.37 |
| 2023-09-30 | $2.9M | 13k | 230.04 |
| 2023-06-30 | $2.9M | 12k | 237.48 |
| 2023-03-31 | $2.7M | 12k | 225.45 |
| 2022-09-30 | $2.6M | 15k | 177.66 |
| 2022-06-30 | $2.9M | 15k | 196.89 |
| 2022-03-31 | $8.8M | 40k | 221.77 |
| 2021-12-31 | $9.2M | 43k | 216.71 |
| 2021-09-30 | $111k | 42k | 2.65 |
| 2021-06-30 | $7.0k | 600k | 0.01 |
| 2021-03-31 | $8.3M | 39k | 211.73 |
| 2020-12-31 | $8.0M | 37k | 218.73 |
| 2020-09-30 | $6.7M | 34k | 199.97 |
| 2020-06-30 | $5.9M | 31k | 193.15 |
| 2020-03-31 | $5.3M | 29k | 183.43 |
| 2019-12-31 | $9.5M | 46k | 205.01 |
| 2019-09-30 | $8.2M | 47k | 174.96 |
| 2019-06-30 | $6.6M | 37k | 176.66 |
| 2019-03-31 | $5.7M | 37k | 156.19 |
| 2018-12-31 | $4.7M | 37k | 128.13 |
| 2018-09-30 | $7.2M | 48k | 150.10 |
| 2018-06-30 | $6.8M | 48k | 142.65 |
| 2018-03-31 | $5.5M | 46k | 119.80 |
| 2017-12-31 | $5.1M | 43k | 119.10 |
| 2017-09-30 | $4.5M | 42k | 107.31 |
| 2017-06-30 | $3.8M | 37k | 100.88 |
| 2017-03-31 | $2.0M | 22k | 88.74 |
| 2016-12-31 | $1.8M | 22k | 81.26 |
| 2015-09-30 | $205k | 2.9k | 69.63 |
| 2014-12-31 | $311k | 1.2k | 262.45 |