Visa shares owned by JGP Wealth Management
Historical chart of JGP Wealth Management investment in Visa
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All positions including Visa held by JGP Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Visa by JGP Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 4.7k | 345.95 |
| 2025-06-30 | $1.7M | 4.8k | 355.05 |
| 2025-03-31 | $1.5M | 4.4k | 350.46 |
| 2024-12-31 | $1.2M | 3.8k | 316.04 |
| 2024-09-30 | $936k | 3.4k | 274.95 |
| 2024-06-30 | $844k | 3.2k | 262.47 |
| 2024-03-31 | $903k | 3.2k | 279.08 |
| 2023-12-31 | $843k | 3.2k | 260.35 |
| 2023-09-30 | $730k | 3.2k | 230.01 |
| 2023-06-30 | $752k | 3.2k | 237.48 |
| 2023-03-31 | $726k | 3.2k | 225.46 |
| 2022-12-31 | $635k | 3.1k | 207.76 |
| 2022-09-30 | $591k | 3.2k | 183.88 |
| 2022-06-30 | $533k | 2.6k | 201.21 |
| 2022-03-31 | $564k | 2.6k | 217.01 |
| 2021-12-31 | $537k | 2.4k | 220.08 |
| 2021-09-30 | $546k | 2.4k | 222.95 |
| 2021-06-30 | $574k | 2.5k | 233.81 |
| 2021-03-31 | $543k | 2.6k | 211.61 |
| 2020-12-31 | $539k | 2.6k | 209.32 |
| 2020-09-30 | $516k | 2.6k | 202.35 |
| 2020-06-30 | $500k | 2.6k | 195.16 |
| 2020-03-31 | $429k | 2.5k | 174.82 |
| 2019-12-31 | $481k | 2.5k | 189.07 |
| 2019-09-30 | $432k | 2.5k | 169.81 |
| 2019-06-30 | $442k | 2.5k | 173.74 |
| 2019-03-31 | $397k | 2.5k | 156.05 |
| 2018-12-31 | $334k | 2.5k | 131.76 |
| 2018-09-30 | $380k | 2.5k | 149.90 |
| 2018-06-30 | $342k | 2.6k | 132.35 |