Visa shares owned by Sage Private Wealth Group
Historical chart of Sage Private Wealth Group investment in Visa
Tip: Access up to 7 years of quarterly data
All positions including Visa held by Sage Private Wealth Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Visa by Sage Private Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $884k | 2.6k | 341.43 |
| 2025-06-30 | $883k | 2.5k | 355.16 |
| 2025-03-31 | $852k | 2.4k | 350.50 |
| 2024-12-31 | $749k | 2.4k | 316.15 |
| 2024-09-30 | $658k | 2.4k | 274.98 |
| 2024-06-30 | $615k | 2.3k | 262.51 |
| 2024-03-31 | $636k | 2.3k | 279.18 |
| 2023-12-31 | $523k | 2.0k | 260.40 |
| 2023-09-30 | $375k | 1.6k | 230.01 |
| 2023-06-30 | $379k | 1.6k | 237.60 |
| 2023-03-31 | $372k | 1.7k | 225.56 |
| 2022-12-31 | $362k | 1.7k | 207.80 |
| 2022-09-30 | $310k | 1.7k | 177.85 |
| 2022-06-30 | $345k | 1.8k | 196.69 |
| 2022-03-31 | $414k | 1.9k | 221.98 |
| 2021-12-31 | $400k | 1.8k | 216.45 |
| 2021-09-30 | $396k | 1.8k | 222.85 |
| 2021-06-30 | $423k | 1.8k | 234.09 |
| 2021-03-31 | $382k | 1.8k | 211.52 |
| 2020-12-31 | $401k | 1.8k | 218.65 |