Visa shares owned by Octavia Wealth Advisors
Historical chart of Octavia Wealth Advisors investment in Visa
Tip: Access up to 7 years of quarterly data
All positions including Visa held by Octavia Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Visa by Octavia Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 5.6k | 341.38 |
| 2025-06-30 | $2.0M | 5.5k | 355.02 |
| 2025-03-31 | $2.0M | 5.6k | 350.46 |
| 2024-12-31 | $1.8M | 5.6k | 316.06 |
| 2024-09-30 | $1.6M | 5.7k | 274.93 |
| 2024-06-30 | $1.5M | 5.7k | 262.47 |
| 2024-03-31 | $1.6M | 5.8k | 279.08 |
| 2023-12-31 | $1.6M | 6.3k | 260.36 |
| 2023-09-30 | $1.4M | 6.3k | 230.03 |
| 2023-06-30 | $1.4M | 5.7k | 237.47 |
| 2023-03-31 | $1.4M | 6.1k | 225.45 |
| 2022-12-31 | $1.2M | 6.0k | 207.76 |
| 2022-09-30 | $1.1M | 6.0k | 177.73 |
| 2022-06-30 | $1.2M | 5.9k | 197.29 |
| 2022-03-31 | $1.3M | 5.8k | 221.75 |
| 2021-12-31 | $1.3M | 6.0k | 216.65 |
| 2021-09-30 | $1.1M | 4.8k | 222.70 |
| 2021-06-30 | $1.4M | 6.1k | 233.79 |
| 2021-03-31 | $1.2M | 5.7k | 211.76 |
| 2020-12-31 | $1.1M | 5.2k | 218.65 |