Visa shares owned by Modern Wealth Management
Historical chart of Modern Wealth Management investment in Visa
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All positions including Visa held by Modern Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Visa by Modern Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.7M | 14k | 341.38 |
| 2025-06-30 | $4.5M | 13k | 355.05 |
| 2025-03-31 | $4.3M | 12k | 350.13 |
| 2024-12-31 | $2.6M | 8.4k | 315.89 |
| 2024-09-30 | $1.4M | 5.1k | 274.86 |
| 2024-06-30 | $1.7M | 6.3k | 262.43 |
| 2024-03-31 | $1.6M | 5.8k | 279.08 |
| 2023-12-31 | $390k | 1.5k | 260.36 |