Visa shares owned by Monterey Private Wealth
Historical chart of Monterey Private Wealth investment in Visa
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All positions including Visa held by Monterey Private Wealth consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Visa by Monterey Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.6M | 4.9k | 316.05 |
| 2024-09-30 | $1.3M | 4.8k | 274.93 |
| 2024-06-30 | $1.3M | 4.9k | 262.49 |
| 2024-03-31 | $1.3M | 4.7k | 279.08 |
| 2023-12-31 | $1.2M | 4.7k | 260.36 |
| 2023-09-30 | $1.0M | 4.4k | 230.00 |
| 2023-06-30 | $1.1M | 4.6k | 237.49 |
| 2023-03-31 | $889k | 3.9k | 225.45 |
| 2022-12-31 | $805k | 3.9k | 207.77 |
| 2022-09-30 | $773k | 4.3k | 180.10 |
| 2022-06-30 | $846k | 4.3k | 197.02 |
| 2022-03-31 | $947k | 4.2k | 223.98 |
| 2021-12-31 | $576k | 2.7k | 216.62 |
| 2021-09-30 | $762k | 3.4k | 224.25 |
| 2021-06-30 | $794k | 3.4k | 233.74 |
| 2021-03-31 | $614k | 2.7k | 230.39 |
| 2020-12-31 | $602k | 2.8k | 218.67 |
| 2020-09-30 | $550k | 2.8k | 199.85 |
| 2020-06-30 | $496k | 2.6k | 193.15 |
| 2020-03-31 | $298k | 1.9k | 161.08 |
| 2019-12-31 | $392k | 2.1k | 188.10 |