Visa shares owned by Phoenix Wealth Advisors
Historical chart of Phoenix Wealth Advisors investment in Visa
Tip: Access up to 7 years of quarterly data
All positions including Visa held by Phoenix Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Visa by Phoenix Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $325k | 951 | 341.21 |
| 2025-06-30 | $337k | 950 | 355.18 |
| 2025-03-31 | $333k | 950 | 350.53 |
| 2024-12-31 | $305k | 964 | 316.04 |
| 2024-09-30 | $256k | 932 | 274.95 |
| 2024-06-30 | $297k | 1.1k | 262.47 |
| 2024-03-31 | $230k | 825 | 279.08 |
| 2023-12-31 | $205k | 791 | 258.87 |
| 2021-12-31 | $200k | 924 | 216.45 |
| 2021-09-30 | $206k | 924 | 222.94 |
| 2021-06-30 | $221k | 924 | 239.18 |
| 2021-03-31 | $398k | 1.8k | 216.78 |
| 2020-12-31 | $402k | 1.8k | 218.95 |