Visa shares owned by Mascoma Wealth Management
Historical chart of Mascoma Wealth Management investment in Visa
Tip: Access up to 7 years of quarterly data
All positions including Visa held by Mascoma Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Visa by Mascoma Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $424k | 1.5k | 274.95 |
2024-06-30 | $406k | 1.5k | 262.47 |
2024-03-31 | $349k | 1.3k | 279.08 |
2023-12-31 | $326k | 1.3k | 260.35 |
2023-09-30 | $288k | 1.3k | 230.01 |
2023-06-30 | $241k | 1.0k | 239.29 |
2023-03-31 | $284k | 1.2k | 232.80 |
2022-12-31 | $223k | 1.3k | 177.41 |
2022-09-30 | $223k | 1.3k | 177.41 |
2022-06-30 | $257k | 1.3k | 197.24 |
2022-03-31 | $283k | 1.3k | 222.14 |
2021-12-31 | $227k | 1.0k | 216.81 |
2021-09-30 | $178k | 798 | 223.06 |
2021-03-31 | $162k | 764 | 212.04 |
2019-06-30 | $3.0k | 15 | 200.00 |
2019-03-31 | $2.0k | 15 | 133.33 |
2017-09-30 | $0 | 1 | 0.00 |
2017-06-30 | $122k | 1.3k | 93.85 |