Visa shares owned by TrueWealth Advisors
Historical chart of TrueWealth Advisors investment in Visa
Tip: Access up to 7 years of quarterly data
All positions including Visa held by TrueWealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Visa by TrueWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $229k | 671 | 341.23 |
| 2025-06-30 | $259k | 728 | 355.29 |
| 2025-03-31 | $263k | 750 | 350.59 |
| 2024-12-31 | $253k | 799 | 316.06 |
| 2024-09-30 | $221k | 802 | 274.88 |
| 2024-06-30 | $307k | 1.2k | 262.36 |
| 2024-03-31 | $708k | 2.5k | 279.11 |
| 2023-12-31 | $582k | 2.2k | 260.36 |
| 2023-09-30 | $403k | 1.8k | 230.02 |