Visa shares owned by SFG Wealth Management
Historical chart of SFG Wealth Management investment in Visa
Tip: Access up to 7 years of quarterly data
All positions including Visa held by SFG Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Visa by SFG Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $338k | 991 | 341.50 |
| 2025-06-30 | $350k | 986 | 355.15 |
| 2025-03-31 | $379k | 1.1k | 350.53 |
| 2024-12-31 | $468k | 1.5k | 315.96 |
| 2024-09-30 | $5.8M | 21k | 274.95 |
| 2024-06-30 | $5.7M | 22k | 262.47 |
| 2024-03-31 | $6.0M | 22k | 279.08 |
| 2023-12-31 | $5.6M | 21k | 260.35 |
| 2023-09-30 | $4.9M | 21k | 230.01 |
| 2023-06-30 | $5.1M | 21k | 237.48 |
| 2023-03-31 | $4.8M | 21k | 225.45 |
| 2022-12-31 | $4.4M | 21k | 207.76 |
| 2022-09-30 | $3.6M | 21k | 177.63 |
| 2022-06-30 | $4.0M | 21k | 196.89 |
| 2022-03-31 | $4.6M | 21k | 221.78 |
| 2021-12-31 | $4.5M | 21k | 216.70 |