Visa shares owned by Wealth Alliance
Historical chart of Wealth Alliance investment in Visa
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All positions including Visa held by Wealth Alliance consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Visa by Wealth Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $3.6M | 11k | 316.03 |
| 2024-09-30 | $3.1M | 12k | 274.94 |
| 2024-06-30 | $3.0M | 11k | 262.46 |
| 2024-03-31 | $3.3M | 12k | 279.09 |
| 2023-12-31 | $3.2M | 12k | 260.36 |
| 2023-09-30 | $2.7M | 12k | 230.01 |
| 2023-06-30 | $3.2M | 13k | 237.47 |
| 2023-03-31 | $3.2M | 14k | 225.47 |
| 2022-12-31 | $2.8M | 14k | 207.76 |
| 2022-09-30 | $1.9M | 11k | 177.65 |
| 2022-06-30 | $2.4M | 12k | 196.90 |
| 2022-03-31 | $1.9M | 8.7k | 221.76 |
| 2021-12-31 | $1.7M | 7.7k | 216.70 |
| 2021-09-30 | $1.7M | 7.7k | 222.78 |
| 2021-06-30 | $1.8M | 7.8k | 233.88 |
| 2021-03-31 | $1.4M | 6.8k | 211.69 |
| 2020-12-31 | $1.4M | 6.6k | 218.78 |
| 2020-09-30 | $1.2M | 6.2k | 199.90 |
| 2020-06-30 | $1.3M | 7.0k | 193.25 |
| 2020-03-31 | $992k | 6.2k | 161.12 |