Visa shares owned by KWB Wealth
Historical chart of KWB Wealth investment in Visa
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All positions including Visa held by KWB Wealth consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Visa by KWB Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $743k | 2.8k | 262.49 |
| 2024-06-30 | $1.1M | 3.8k | 279.10 |
| 2024-03-31 | $1.1M | 3.8k | 279.07 |
| 2023-12-31 | $1.0M | 4.0k | 260.32 |
| 2023-09-30 | $988k | 4.2k | 237.47 |
| 2023-06-30 | $1.1M | 4.4k | 237.46 |
| 2023-03-31 | $749k | 3.6k | 207.79 |
| 2022-12-31 | $749k | 3.6k | 207.79 |
| 2022-09-30 | $640k | 3.6k | 177.73 |
| 2022-06-30 | $689k | 3.5k | 196.97 |
| 2022-03-31 | $654k | 3.0k | 216.56 |
| 2021-12-31 | $718k | 3.3k | 216.59 |
| 2021-09-30 | $738k | 3.3k | 222.89 |
| 2021-06-30 | $641k | 3.0k | 211.83 |
| 2021-03-31 | $641k | 3.0k | 211.83 |
| 2020-12-31 | $591k | 2.7k | 218.73 |