Visa shares owned by TruWealth Advisors
Historical chart of TruWealth Advisors investment in Visa
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All positions including Visa held by TruWealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Visa by TruWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $18M | 56k | 316.04 |
| 2024-09-30 | $15M | 55k | 274.95 |
| 2024-06-30 | $14M | 53k | 262.47 |
| 2024-03-31 | $14M | 51k | 279.08 |
| 2023-12-31 | $13M | 49k | 260.35 |
| 2023-09-30 | $11M | 48k | 230.01 |
| 2023-06-30 | $18M | 77k | 237.48 |
| 2023-03-31 | $17M | 76k | 225.46 |
| 2022-12-31 | $13M | 60k | 207.76 |
| 2022-09-30 | $11M | 59k | 177.65 |
| 2022-06-30 | $11M | 57k | 196.89 |
| 2022-03-31 | $12M | 53k | 221.77 |
| 2021-12-31 | $12M | 54k | 216.71 |
| 2021-09-30 | $12M | 52k | 222.75 |
| 2021-06-30 | $12M | 51k | 233.82 |
| 2021-03-31 | $11M | 50k | 211.73 |
| 2020-12-31 | $11M | 48k | 218.73 |