Visa shares owned by Source Financial Advisors
Historical chart of Source Financial Advisors investment in Visa
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All positions including Visa held by Source Financial Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Visa by Source Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $490k | 1.8k | 274.95 |
| 2024-06-30 | $486k | 1.9k | 262.47 |
| 2024-03-31 | $511k | 1.8k | 279.08 |
| 2023-12-31 | $550k | 2.1k | 260.35 |
| 2023-09-30 | $484k | 2.1k | 230.01 |
| 2023-06-30 | $491k | 2.1k | 237.48 |
| 2023-03-31 | $281k | 1.2k | 225.41 |
| 2021-09-30 | $220k | 993 | 221.56 |
| 2021-06-30 | $230k | 984 | 233.50 |
| 2021-03-31 | $219k | 1.0k | 211.91 |
| 2020-12-31 | $680k | 3.1k | 218.58 |