Visa shares owned by Valeo Financial Advisors
Historical chart of Valeo Financial Advisors investment in Visa
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All positions including Visa held by Valeo Financial Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Visa by Valeo Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $19M | 61k | 316.04 |
| 2024-09-30 | $17M | 62k | 274.95 |
| 2024-06-30 | $16M | 61k | 262.47 |
| 2024-03-31 | $17M | 60k | 279.08 |
| 2023-12-31 | $16M | 60k | 260.35 |
| 2023-09-30 | $15M | 65k | 230.01 |
| 2023-06-30 | $14M | 57k | 237.48 |
| 2023-03-31 | $13M | 58k | 225.46 |
| 2022-12-31 | $11M | 55k | 207.76 |
| 2022-09-30 | $10M | 58k | 177.65 |
| 2022-06-30 | $9.3M | 48k | 196.88 |
| 2022-03-31 | $13M | 56k | 221.78 |
| 2021-12-31 | $9.9M | 46k | 216.72 |
| 2021-09-30 | $10M | 46k | 222.76 |
| 2021-06-30 | $11M | 46k | 233.81 |
| 2021-03-31 | $13M | 61k | 211.73 |
| 2020-12-31 | $13M | 143k | 90.41 |
| 2020-09-30 | $8.7M | 44k | 199.98 |
| 2020-06-30 | $8.2M | 42k | 193.17 |
| 2020-03-31 | $7.3M | 42k | 173.63 |
| 2019-12-31 | $7.8M | 41k | 187.91 |
| 2019-09-30 | $7.0M | 41k | 172.04 |
| 2019-06-30 | $6.7M | 39k | 173.57 |
| 2019-03-31 | $5.5M | 35k | 156.19 |
| 2018-12-31 | $4.6M | 35k | 131.94 |
| 2018-09-30 | $4.8M | 35k | 137.69 |
| 2018-06-30 | $4.8M | 34k | 140.19 |
| 2018-03-31 | $3.9M | 33k | 119.61 |
| 2017-12-31 | $3.6M | 31k | 114.02 |
| 2017-09-30 | $2.8M | 27k | 105.22 |