Visa shares owned by Modern Wealth Management
Historical chart of Modern Wealth Management investment in Visa
Tip: Access up to 7 years of quarterly data
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 |
|---|---|---|---|
| 2026-03-31 | $4.6M | 15k | 298.21 |
| 2025-12-31 | $5.2M | 15k | 350.77 |
| 2025-09-30 | $4.7M | 14k | 341.38 |
| 2025-06-30 | $3.9M | 11k | 355.09 |
| 2025-03-31 | $4.3M | 12k | 350.13 |
| 2024-12-31 | $2.9M | 8.4k | 351.25 |
| 2024-09-30 | $1.4M | 5.1k | 274.97 |
| 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 |