Visa shares owned by Western Wealth Management
Historical chart of Western Wealth Management investment in Visa
Tip: Access up to 7 years of quarterly data
All positions including Visa held by Western Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Visa by Western Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $9.9M | 36k | 274.95 |
2024-06-30 | $7.8M | 30k | 262.47 |
2024-03-31 | $8.1M | 29k | 279.08 |
2023-12-31 | $9.3M | 36k | 260.35 |
2023-09-30 | $8.1M | 35k | 230.01 |
2023-06-30 | $8.0M | 34k | 237.48 |
2023-03-31 | $7.4M | 33k | 225.46 |
2022-12-31 | $6.7M | 32k | 207.76 |
2022-09-30 | $10M | 56k | 181.44 |
2022-06-30 | $11M | 56k | 197.98 |
2022-03-31 | $13M | 59k | 221.75 |
2021-12-31 | $5.7M | 26k | 217.06 |
2021-06-30 | $6.6M | 28k | 233.97 |
2021-03-31 | $4.8M | 23k | 211.71 |
2020-12-31 | $5.0M | 23k | 218.71 |
2020-09-30 | $4.5M | 23k | 199.96 |
2020-06-30 | $4.1M | 21k | 193.18 |
2020-03-31 | $3.4M | 21k | 161.04 |
2019-12-31 | $3.9M | 21k | 187.94 |
2019-09-30 | $3.5M | 20k | 172.19 |
2019-06-30 | $3.5M | 20k | 173.38 |
2019-03-31 | $3.1M | 20k | 155.88 |
2018-12-31 | $2.6M | 20k | 132.12 |