Visa shares owned by Kingswood Wealth Advisors
Historical chart of Kingswood Wealth Advisors investment in Visa
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All positions including Visa held by Kingswood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Visa by Kingswood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.0M | 15k | 341.39 |
| 2025-06-30 | $5.2M | 15k | 355.05 |
| 2025-03-31 | $5.2M | 15k | 350.30 |
| 2024-12-31 | $5.0M | 16k | 316.04 |
| 2024-09-30 | $8.4M | 30k | 274.95 |
| 2024-06-30 | $7.2M | 28k | 262.48 |
| 2024-03-31 | $7.1M | 26k | 279.08 |
| 2023-12-31 | $6.9M | 27k | 260.35 |
| 2023-09-30 | $6.5M | 3.9k | 1666.35 |
| 2023-06-30 | $1.9M | 8.0k | 237.48 |