Visa shares owned by Polaris Wealth Advisers
Historical chart of Polaris Wealth Advisers investment in Visa
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All positions including Visa held by Polaris Wealth Advisers consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Visa by Polaris Wealth Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $20M | 87k | 230.01 |
| 2023-06-30 | $15M | 63k | 237.48 |
| 2023-03-31 | $9.9M | 44k | 225.46 |
| 2022-12-31 | $702k | 3.2k | 222.08 |
| 2022-09-30 | $579k | 3.2k | 182.19 |
| 2022-06-30 | $622k | 3.2k | 197.02 |
| 2022-03-31 | $877k | 4.1k | 216.17 |
| 2021-12-31 | $883k | 4.1k | 216.79 |
| 2021-09-30 | $1.1M | 4.8k | 230.46 |
| 2021-06-30 | $1.1M | 4.8k | 235.16 |
| 2021-03-31 | $880k | 4.0k | 222.50 |
| 2020-12-31 | $977k | 4.5k | 215.44 |
| 2020-09-30 | $1.0M | 5.1k | 203.51 |
| 2020-06-30 | $1.2M | 6.0k | 193.87 |
| 2020-03-31 | $916k | 5.7k | 161.10 |
| 2019-12-31 | $29M | 145k | 200.95 |
| 2019-09-30 | $30M | 175k | 169.83 |
| 2019-06-30 | $30M | 174k | 173.94 |
| 2019-03-31 | $29M | 185k | 157.26 |
| 2018-12-31 | $25M | 185k | 131.94 |
| 2018-09-30 | $28M | 188k | 150.09 |
| 2018-06-30 | $42k | 354 | 118.64 |
| 2018-03-31 | $370k | 3.1k | 119.70 |
| 2017-12-31 | $524k | 4.6k | 114.09 |
| 2017-09-30 | $465k | 4.4k | 105.32 |
| 2017-06-30 | $428k | 4.6k | 93.76 |
| 2017-03-31 | $251k | 2.8k | 88.88 |
| 2016-12-31 | $200k | 2.6k | 77.94 |
| 2014-03-31 | $26k | 121 | 214.88 |
| 2013-12-31 | $27k | 121 | 223.14 |
| 2013-09-30 | $23k | 121 | 191.10 |
| 2013-06-30 | $22k | 121 | 182.75 |