Visa shares owned by PBMares Wealth Management
Historical chart of PBMares Wealth Management investment in Visa
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Quarterly reported holdings in Visa by PBMares Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 3.0k | 341.41 |
| 2025-06-30 | $1.1M | 3.0k | 355.08 |
| 2025-03-31 | $1.0M | 3.0k | 350.45 |
| 2024-12-31 | $1.0M | 3.2k | 315.99 |
| 2024-09-30 | $876k | 3.2k | 274.99 |
| 2024-06-30 | $849k | 3.2k | 262.51 |
| 2024-03-31 | $894k | 3.2k | 279.12 |
| 2023-12-31 | $812k | 3.1k | 260.39 |
| 2023-09-30 | $718k | 3.1k | 230.05 |
| 2023-06-30 | $741k | 3.1k | 237.52 |
| 2023-03-31 | $740k | 3.3k | 225.49 |
| 2022-12-31 | $682k | 3.3k | 207.79 |
| 2022-09-30 | $670k | 3.8k | 177.58 |
| 2022-06-30 | $743k | 3.8k | 196.93 |
| 2022-03-31 | $855k | 3.9k | 221.67 |
| 2021-12-31 | $776k | 3.6k | 216.64 |
| 2021-09-30 | $798k | 3.6k | 222.78 |
| 2021-06-30 | $832k | 3.6k | 233.91 |
| 2021-03-31 | $753k | 3.6k | 211.70 |
| 2020-12-31 | $677k | 3.1k | 218.74 |
| 2020-09-30 | $619k | 3.1k | 200.00 |
| 2020-06-30 | $598k | 3.1k | 193.21 |
| 2020-03-31 | $579k | 3.6k | 161.06 |
| 2019-12-31 | $682k | 3.6k | 187.88 |