Visa shares owned by UMA Financial Services
Historical chart of UMA Financial Services investment in Visa
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All positions including Visa held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Visa by UMA Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $532k | 1.9k | 279.29 |
| 2024-06-30 | $564k | 2.1k | 269.27 |
| 2024-03-31 | $607k | 2.2k | 271.39 |
| 2023-12-31 | $585k | 2.2k | 271.26 |
| 2023-09-30 | $495k | 2.1k | 234.39 |
| 2023-06-30 | $514k | 2.2k | 237.95 |
| 2023-03-31 | $502k | 2.2k | 232.55 |
| 2022-12-31 | $488k | 2.2k | 223.88 |
| 2022-09-30 | $437k | 2.3k | 187.47 |
| 2022-06-30 | $539k | 2.6k | 211.37 |
| 2022-03-31 | $562k | 2.6k | 214.42 |
| 2021-12-31 | $536k | 2.5k | 216.92 |
| 2021-09-30 | $585k | 2.5k | 230.86 |
| 2021-06-30 | $620k | 2.5k | 244.00 |
| 2021-03-31 | $559k | 2.6k | 219.04 |
| 2020-12-31 | $534k | 2.6k | 209.33 |
| 2020-09-30 | $478k | 2.6k | 184.91 |
| 2020-06-30 | $552k | 2.8k | 196.93 |
| 2020-03-31 | $460k | 2.8k | 166.49 |
| 2019-12-31 | $470k | 2.4k | 195.26 |
| 2019-09-30 | $444k | 2.5k | 181.08 |