Visa shares owned by SOA Wealth Advisors
Historical chart of SOA Wealth Advisors investment in Visa
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All positions including Visa held by SOA Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Visa by SOA Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $970k | 24k | 40.15 |
| 2025-06-30 | $986k | 24k | 40.92 |
| 2025-03-31 | $973k | 24k | 40.65 |
| 2024-12-31 | $902k | 2.9k | 316.09 |
| 2024-09-30 | $733k | 2.7k | 274.90 |
| 2024-06-30 | $737k | 2.8k | 262.43 |
| 2024-03-31 | $776k | 2.8k | 279.05 |
| 2023-12-31 | $722k | 2.8k | 260.33 |
| 2023-09-30 | $667k | 2.9k | 230.00 |
| 2023-06-30 | $685k | 2.9k | 237.49 |
| 2023-03-31 | $654k | 2.9k | 225.49 |
| 2022-12-31 | $602k | 2.9k | 207.79 |
| 2022-09-30 | $506k | 2.9k | 177.36 |
| 2022-06-30 | $532k | 2.7k | 196.82 |
| 2022-03-31 | $658k | 3.0k | 221.55 |
| 2021-12-31 | $688k | 3.2k | 217.93 |
| 2021-09-30 | $583k | 2.6k | 222.77 |
| 2021-06-30 | $613k | 2.6k | 233.88 |
| 2021-03-31 | $410k | 1.9k | 211.67 |
| 2020-12-31 | $374k | 1.8k | 205.95 |