Visa shares owned by West Financial Advisors
Historical chart of West Financial Advisors investment in Visa
Tip: Access up to 7 years of quarterly data
All positions including Visa held by West Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Visa by West Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $50k | 145 | 341.39 |
| 2025-06-30 | $52k | 145 | 355.06 |
| 2025-03-31 | $51k | 145 | 350.46 |
| 2024-12-31 | $46k | 145 | 316.04 |
| 2024-09-30 | $40k | 145 | 274.95 |
| 2024-06-30 | $19k | 72 | 262.47 |
| 2024-03-31 | $20k | 72 | 279.08 |
| 2023-12-31 | $19k | 72 | 260.36 |
| 2023-09-30 | $17k | 72 | 230.01 |
| 2023-06-30 | $17k | 72 | 237.49 |
| 2023-03-31 | $16k | 72 | 225.47 |
| 2022-12-31 | $15k | 72 | 207.76 |
| 2022-09-30 | $13k | 72 | 180.56 |