Visa shares owned by Trevian Wealth Management
Historical chart of Trevian Wealth Management investment in Visa
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All positions including Visa held by Trevian Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Visa by Trevian Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $751k | 2.2k | 341.38 |
| 2023-03-31 | $234k | 1.0k | 225.22 |
| 2022-12-31 | $215k | 1.0k | 207.33 |
| 2022-09-30 | $206k | 1.2k | 177.59 |
| 2022-06-30 | $228k | 1.2k | 196.89 |
| 2022-03-31 | $256k | 1.2k | 221.45 |
| 2021-12-31 | $256k | 1.2k | 217.69 |