Visa shares owned by Shelton Wealth Management
Historical chart of Shelton Wealth Management investment in Visa
Tip: Access up to 7 years of quarterly data
All positions including Visa held by Shelton Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Visa by Shelton Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 4.4k | 341.37 |
| 2025-06-30 | $1.4M | 4.0k | 355.01 |
| 2025-03-31 | $1.5M | 4.2k | 350.48 |
| 2024-12-31 | $1.4M | 4.3k | 316.04 |
| 2024-09-30 | $1.2M | 4.2k | 274.92 |
| 2024-06-30 | $991k | 3.8k | 262.48 |
| 2024-03-31 | $881k | 3.2k | 279.16 |
| 2023-09-30 | $354k | 1.5k | 230.02 |
| 2023-06-30 | $374k | 1.6k | 237.44 |
| 2023-03-31 | $364k | 1.6k | 225.50 |
| 2022-12-31 | $367k | 1.8k | 207.74 |
| 2022-09-30 | $352k | 2.0k | 177.69 |
| 2022-06-30 | $390k | 2.0k | 196.87 |
| 2022-03-31 | $371k | 1.7k | 221.49 |
| 2021-12-31 | $338k | 1.6k | 216.94 |