Visa shares owned by WCG Wealth Advisors
Historical chart of WCG Wealth Advisors investment in Visa
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All positions including Visa held by WCG Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Visa by WCG Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $9.6M | 35k | 274.95 |
| 2024-06-30 | $9.1M | 35k | 262.47 |
| 2024-03-31 | $8.4M | 30k | 279.09 |
| 2023-12-31 | $14M | 54k | 260.36 |
| 2023-09-30 | $13M | 55k | 231.62 |
| 2023-06-30 | $7.0M | 30k | 237.48 |
| 2023-03-31 | $6.3M | 28k | 225.47 |
| 2022-12-31 | $5.6M | 27k | 207.76 |
| 2022-09-30 | $4.6M | 26k | 177.64 |
| 2022-06-30 | $2.5M | 64k | 38.27 |