Visa shares owned by WESPAC Advisors SoCal
Historical chart of WESPAC Advisors SoCal investment in Visa
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All positions including Visa held by WESPAC Advisors SoCal consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Visa by WESPAC Advisors SoCal
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $3.1M | 9.8k | 316.03 |
| 2024-09-30 | $2.8M | 10k | 274.95 |
| 2024-06-30 | $2.9M | 11k | 262.46 |
| 2024-03-31 | $3.1M | 11k | 279.07 |
| 2023-12-31 | $3.2M | 12k | 260.34 |
| 2023-09-30 | $2.9M | 13k | 230.00 |
| 2023-06-30 | $3.0M | 13k | 237.47 |
| 2023-03-31 | $4.1M | 18k | 225.46 |
| 2022-12-31 | $3.9M | 19k | 207.76 |
| 2022-09-30 | $4.0M | 19k | 207.14 |
| 2022-06-30 | $3.9M | 20k | 196.87 |
| 2022-03-31 | $4.5M | 20k | 221.75 |
| 2021-12-31 | $99k | 25k | 3.96 |
| 2021-09-30 | $3.4M | 15k | 224.29 |
| 2021-06-30 | $2.9M | 13k | 233.80 |
| 2021-03-31 | $2.5M | 12k | 211.72 |
| 2020-12-31 | $2.4M | 11k | 218.74 |
| 2020-09-30 | $2.1M | 10k | 206.60 |
| 2020-06-30 | $1.8M | 9.3k | 192.61 |
| 2020-03-31 | $1.3M | 7.9k | 169.52 |
| 2019-12-31 | $1.5M | 7.8k | 187.89 |
| 2019-09-30 | $1.4M | 8.3k | 172.00 |
| 2019-06-30 | $1.9M | 11k | 173.52 |
| 2019-03-31 | $1.9M | 12k | 156.17 |
| 2018-12-31 | $1.4M | 11k | 131.95 |
| 2018-09-30 | $1.7M | 12k | 150.08 |
| 2018-06-30 | $1.6M | 12k | 132.39 |
| 2018-03-31 | $1.4M | 12k | 119.61 |
| 2017-12-31 | $1.4M | 12k | 113.99 |
| 2017-09-30 | $973k | 9.2k | 105.23 |
| 2017-06-30 | $883k | 9.4k | 93.73 |
| 2017-03-31 | $837k | 9.4k | 88.87 |
| 2016-12-31 | $827k | 11k | 78.02 |
| 2016-09-30 | $900k | 11k | 82.70 |
| 2016-06-30 | $791k | 11k | 74.17 |
| 2016-03-31 | $809k | 11k | 76.49 |
| 2015-12-31 | $843k | 11k | 77.50 |