Visa shares owned by Swan Wealth Advisors
Historical chart of Swan Wealth Advisors investment in Visa
Tip: Access up to 7 years of quarterly data
All positions including Visa held by Swan Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Visa by Swan Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $349k | 1.0k | 341.38 |
| 2025-06-30 | $418k | 1.2k | 355.05 |
| 2025-03-31 | $388k | 1.1k | 350.46 |
| 2024-12-31 | $258k | 816 | 316.04 |