Visa shares owned by TrinityPoint Wealth
Historical chart of TrinityPoint Wealth investment in Visa
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All positions including Visa held by TrinityPoint Wealth consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Visa by TrinityPoint Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $3.2M | 12k | 260.35 |
| 2023-09-30 | $2.9M | 13k | 230.02 |
| 2023-06-30 | $2.9M | 12k | 237.49 |
| 2023-03-31 | $2.7M | 12k | 225.46 |
| 2022-12-31 | $2.3M | 11k | 207.75 |
| 2022-09-30 | $2.4M | 14k | 177.62 |
| 2022-06-30 | $960k | 4.9k | 196.80 |
| 2022-03-31 | $1.6M | 7.3k | 221.79 |
| 2021-12-31 | $2.0M | 9.1k | 216.72 |
| 2021-09-30 | $2.4M | 11k | 222.71 |
| 2021-06-30 | $2.2M | 9.6k | 233.80 |
| 2021-03-31 | $2.0M | 9.6k | 211.77 |
| 2020-12-31 | $2.6M | 13k | 202.01 |
| 2020-09-30 | $2.7M | 14k | 199.99 |
| 2020-06-30 | $3.0M | 16k | 193.17 |
| 2020-03-31 | $2.5M | 16k | 161.14 |
| 2019-12-31 | $3.1M | 17k | 187.92 |
| 2019-09-30 | $3.1M | 18k | 178.94 |
| 2019-06-30 | $2.3M | 12k | 183.29 |
| 2019-03-31 | $1.9M | 12k | 156.18 |
| 2018-12-31 | $1.7M | 13k | 131.94 |