Visa shares owned by PRW Wealth Management
Historical chart of PRW Wealth Management investment in Visa
Tip: Access up to 7 years of quarterly data
All positions including Visa held by PRW Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Visa by PRW Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-09-30 | $357k | 1.5k | 233.08 |
2023-06-30 | $374k | 1.5k | 243.99 |
2023-03-31 | $292k | 1.3k | 232.73 |
2022-12-31 | $266k | 1.3k | 207.76 |
2022-09-30 | $228k | 1.3k | 178.13 |
2022-06-30 | $245k | 1.2k | 196.95 |
2022-03-31 | $275k | 1.2k | 221.06 |
2021-12-31 | $240k | 1.1k | 217.39 |
2021-09-30 | $218k | 976 | 223.36 |
2021-06-30 | $11M | 48k | 233.81 |
2021-03-31 | $263k | 1.2k | 212.10 |
2020-12-31 | $291k | 1.3k | 218.47 |
2020-09-30 | $266k | 1.3k | 199.70 |
2020-06-30 | $257k | 1.3k | 192.94 |
2020-03-31 | $242k | 1.5k | 161.01 |
2019-03-31 | $175k | 1.1k | 155.69 |
2018-12-31 | $208k | 1.6k | 132.32 |