Visa shares owned by Up Strategic Wealth Investment Advisors
Quarter-by-quarter ownership of Visa (V) shares owned by Up Strategic Wealth Investment Advisors
from 13F filings
Historical chart of Up Strategic Wealth Investment Advisors investment in Visa
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Quarterly reported holdings in Visa by Up Strategic Wealth Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $916k | 2.7k | 345.69 |
| 2025-06-30 | $1000k | 2.8k | 355.05 |
| 2025-03-31 | $1.0M | 2.9k | 350.46 |
| 2024-12-31 | $809k | 2.6k | 316.04 |
| 2024-09-30 | $582k | 2.1k | 274.95 |
| 2024-06-30 | $470k | 1.8k | 262.47 |
| 2024-03-31 | $475k | 1.7k | 279.08 |
More positions owned by Up Strategic Wealth Investment Advisors
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