Visa shares owned by Whalen Wealth Management
Historical chart of Whalen Wealth Management investment in Visa
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All positions including Visa held by Whalen Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Visa by Whalen Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $524k | 1.5k | 341.42 |
| 2025-06-30 | $1.6M | 4.5k | 355.07 |
| 2025-03-31 | $351k | 1.0k | 350.60 |
| 2024-12-31 | $245k | 776 | 316.19 |
| 2024-09-30 | $214k | 776 | 275.07 |