Visa shares owned by Valued Wealth Advisors
Historical chart of Valued Wealth Advisors investment in Visa
Tip: Access up to 7 years of quarterly data
All positions including Visa held by Valued Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Visa by Valued Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $120k | 351 | 341.45 |
| 2025-06-30 | $124k | 348 | 354.91 |
| 2025-03-31 | $118k | 338 | 349.96 |
| 2024-12-31 | $95k | 301 | 316.25 |
| 2024-09-30 | $80k | 289 | 275.13 |
| 2024-06-30 | $71k | 269 | 262.66 |
| 2024-03-31 | $65k | 234 | 279.31 |