Visa shares owned by Sax Wealth Advisors
Historical chart of Sax Wealth Advisors investment in Visa
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All positions including Visa held by Sax Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Visa by Sax Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.0M | 5.9k | 341.40 |
| 2025-06-30 | $2.0M | 5.8k | 355.05 |
| 2024-12-31 | $716k | 2.3k | 316.09 |
| 2024-09-30 | $570k | 2.1k | 274.97 |
| 2024-06-30 | $318k | 1.2k | 262.47 |
| 2024-03-31 | $220k | 788 | 279.02 |