Visa shares owned by JFS Wealth Advisors
Historical chart of JFS Wealth Advisors investment in Visa
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Quarterly reported holdings in Visa by JFS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $643k | 2.3k | 279.07 |
| 2023-12-31 | $580k | 2.2k | 260.35 |
| 2023-09-30 | $487k | 2.1k | 230.01 |
| 2023-06-30 | $231k | 974 | 237.48 |
| 2023-03-31 | $220k | 974 | 225.46 |
| 2022-12-31 | $207k | 994 | 207.76 |
| 2022-09-30 | $191k | 1.1k | 178.01 |
| 2022-06-30 | $245k | 1.2k | 197.26 |
| 2022-03-31 | $264k | 1.2k | 222.04 |
| 2021-12-31 | $231k | 1.1k | 216.90 |
| 2021-09-30 | $367k | 1.6k | 222.69 |
| 2021-06-30 | $21k | 89 | 235.96 |
| 2021-03-31 | $15k | 72 | 208.33 |
| 2020-12-31 | $108k | 494 | 218.62 |
| 2020-09-30 | $86k | 432 | 199.07 |
| 2020-06-30 | $83k | 432 | 192.13 |
| 2020-03-31 | $60k | 372 | 161.29 |
| 2019-12-31 | $19k | 103 | 184.47 |
| 2019-09-30 | $60k | 350 | 171.43 |
| 2019-06-30 | $52k | 298 | 174.50 |
| 2019-03-31 | $47k | 298 | 157.72 |
| 2018-12-31 | $39k | 298 | 130.87 |
| 2018-09-30 | $45k | 298 | 151.01 |
| 2018-06-30 | $39k | 298 | 130.87 |
| 2018-03-31 | $47k | 394 | 119.29 |
| 2017-12-31 | $51k | 446 | 114.35 |
| 2017-09-30 | $31k | 299 | 103.68 |
| 2017-06-30 | $28k | 299 | 93.65 |
| 2017-03-31 | $47k | 599 | 78.46 |
| 2016-12-31 | $47k | 599 | 78.46 |
| 2016-09-30 | $62k | 752 | 82.45 |
| 2016-06-30 | $56k | 752 | 74.47 |
| 2016-03-31 | $62k | 813 | 76.26 |
| 2015-12-31 | $82k | 1.1k | 77.95 |
| 2015-09-30 | $31k | 452 | 68.58 |
| 2015-06-30 | $221k | 3.3k | 67.23 |
| 2015-03-31 | $33k | 508 | 64.96 |
| 2014-12-31 | $33k | 126 | 261.90 |
| 2014-09-30 | $27k | 126 | 214.29 |
| 2014-06-30 | $28k | 131 | 213.74 |