Visa shares owned by Wealth Dimensions Group
Historical chart of Wealth Dimensions Group investment in Visa
Tip: Access up to 7 years of quarterly data
All positions including Visa held by Wealth Dimensions Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Visa by Wealth Dimensions Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $502k | 1.5k | 341.46 |
| 2025-06-30 | $657k | 1.9k | 355.08 |
| 2025-03-31 | $606k | 1.7k | 350.46 |
| 2024-12-31 | $563k | 1.8k | 316.01 |
| 2024-09-30 | $438k | 1.6k | 274.89 |
| 2024-06-30 | $428k | 1.6k | 262.54 |
| 2024-03-31 | $490k | 1.8k | 279.12 |
| 2023-12-31 | $502k | 1.9k | 260.36 |
| 2023-09-30 | $525k | 2.3k | 229.99 |
| 2023-06-30 | $491k | 2.1k | 237.45 |
| 2023-03-31 | $344k | 1.5k | 225.53 |
| 2022-12-31 | $457k | 2.2k | 207.78 |
| 2022-09-30 | $389k | 2.2k | 177.63 |
| 2022-06-30 | $440k | 2.2k | 196.87 |
| 2022-03-31 | $496k | 2.2k | 221.92 |
| 2021-12-31 | $402k | 1.9k | 216.71 |
| 2021-09-30 | $369k | 1.7k | 222.96 |
| 2021-06-30 | $273k | 1.2k | 233.93 |
| 2021-03-31 | $212k | 999 | 212.21 |
| 2020-12-31 | $213k | 973 | 218.91 |