Visa shares owned by Wealth Management Group
Historical chart of Wealth Management Group investment in Visa
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All positions including Visa held by Wealth Management Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Visa by Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.5M | 16k | 274.95 |
| 2024-06-30 | $5.1M | 19k | 262.47 |
| 2024-03-31 | $5.4M | 19k | 279.08 |
| 2023-12-31 | $6.2M | 24k | 260.35 |
| 2023-09-30 | $5.5M | 24k | 230.01 |
| 2023-06-30 | $5.7M | 24k | 237.48 |
| 2023-03-31 | $5.3M | 24k | 225.46 |
| 2022-12-31 | $1.7M | 8.0k | 207.83 |
| 2022-09-30 | $1.5M | 8.5k | 177.66 |
| 2022-06-30 | $3.3M | 17k | 196.91 |
| 2022-03-31 | $3.8M | 17k | 221.81 |
| 2021-12-31 | $9.9M | 46k | 216.70 |
| 2021-09-30 | $9.9M | 45k | 222.74 |
| 2021-06-30 | $11M | 45k | 233.82 |
| 2021-03-31 | $9.6M | 46k | 211.72 |
| 2020-12-31 | $9.4M | 43k | 218.74 |
| 2020-09-30 | $8.3M | 41k | 199.97 |
| 2020-06-30 | $7.5M | 39k | 193.17 |
| 2020-03-31 | $5.0M | 31k | 161.14 |
| 2019-12-31 | $5.9M | 32k | 187.89 |
| 2019-09-30 | $9.2M | 54k | 172.02 |
| 2019-06-30 | $11M | 62k | 173.55 |
| 2019-03-31 | $10M | 66k | 156.19 |
| 2018-12-31 | $9.5M | 72k | 131.95 |
| 2018-09-30 | $12M | 79k | 150.09 |
| 2018-06-30 | $11M | 83k | 132.45 |
| 2018-03-31 | $10M | 85k | 119.62 |
| 2017-12-31 | $9.9M | 87k | 114.02 |
| 2017-09-30 | $9.1M | 87k | 105.23 |
| 2017-06-30 | $8.2M | 88k | 93.79 |
| 2017-03-31 | $7.6M | 86k | 88.86 |
| 2016-12-31 | $6.2M | 79k | 78.01 |
| 2016-09-30 | $7.9M | 95k | 82.70 |
| 2016-06-30 | $7.1M | 96k | 74.17 |
| 2016-03-31 | $254k | 3.3k | 76.52 |
| 2014-06-30 | $212k | 1.0k | 211.16 |
| 2014-03-31 | $235k | 1.1k | 215.79 |
| 2013-12-31 | $271k | 1.2k | 223.05 |