Visa shares owned by Roberts Wealth Advisors
Historical chart of Roberts Wealth Advisors investment in Visa
Tip: Access up to 7 years of quarterly data
All positions including Visa held by Roberts Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Visa by Roberts Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.0M | 18k | 274.96 |
| 2024-06-30 | $4.8M | 18k | 265.44 |
| 2024-03-31 | $4.9M | 18k | 271.28 |
| 2023-12-31 | $14M | 18k | 792.06 |
| 2023-09-30 | $4.3M | 18k | 240.07 |
| 2023-06-30 | $4.2M | 18k | 237.48 |
| 2023-03-31 | $4.1M | 18k | 227.66 |
| 2022-12-31 | $3.6M | 18k | 207.39 |
| 2022-09-30 | $3.2M | 17k | 185.60 |
| 2022-06-30 | $3.5M | 17k | 203.57 |
| 2022-03-31 | $3.8M | 17k | 226.37 |
| 2021-12-31 | $3.6M | 16k | 221.43 |
| 2021-09-30 | $3.5M | 16k | 222.72 |