Visa shares owned by Mission Wealth Management
Historical chart of Mission Wealth Management investment in Visa
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All positions including Visa held by Mission Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Visa by Mission Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $11M | 39k | 279.08 |
| 2023-12-31 | $6.0M | 23k | 260.35 |
| 2023-09-30 | $5.0M | 22k | 230.01 |
| 2023-06-30 | $5.0M | 21k | 237.48 |
| 2023-03-31 | $4.5M | 20k | 225.47 |
| 2022-12-31 | $4.2M | 20k | 207.75 |
| 2022-09-30 | $2.9M | 16k | 177.64 |
| 2022-06-30 | $2.9M | 15k | 196.92 |
| 2022-03-31 | $3.1M | 14k | 221.77 |
| 2021-12-31 | $1.5M | 6.9k | 216.66 |
| 2021-09-30 | $1.4M | 6.4k | 222.80 |
| 2021-06-30 | $1.4M | 5.9k | 233.86 |
| 2021-03-31 | $1.3M | 6.1k | 211.74 |
| 2020-12-31 | $1.3M | 5.9k | 218.71 |
| 2020-09-30 | $1.1M | 5.5k | 200.00 |
| 2020-06-30 | $1.1M | 5.8k | 193.16 |
| 2020-03-31 | $904k | 5.6k | 161.14 |
| 2019-12-31 | $1.1M | 5.8k | 187.92 |
| 2019-09-30 | $995k | 5.8k | 172.06 |
| 2019-06-30 | $950k | 5.5k | 173.61 |
| 2019-03-31 | $943k | 6.0k | 156.20 |
| 2018-12-31 | $722k | 5.5k | 131.99 |
| 2018-09-30 | $717k | 4.8k | 150.06 |
| 2018-06-30 | $706k | 5.3k | 132.36 |
| 2018-03-31 | $544k | 4.5k | 119.69 |
| 2017-12-31 | $526k | 4.6k | 113.98 |
| 2017-09-30 | $503k | 4.8k | 105.21 |
| 2017-06-30 | $456k | 4.9k | 93.77 |
| 2017-03-31 | $477k | 5.4k | 88.86 |
| 2016-12-31 | $411k | 5.3k | 78.02 |
| 2016-09-30 | $378k | 4.6k | 82.71 |
| 2016-06-30 | $339k | 4.6k | 74.18 |
| 2016-03-31 | $353k | 4.6k | 76.49 |
| 2015-12-31 | $238k | 3.1k | 77.42 |
| 2015-09-30 | $205k | 2.9k | 69.68 |