Visa shares owned by WMG Financial Advisors
Historical chart of WMG Financial Advisors investment in Visa
Tip: Access up to 7 years of quarterly data
All positions including Visa held by WMG Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Visa by WMG Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $434k | 1.3k | 341.38 |
| 2025-06-30 | $448k | 1.3k | 355.05 |
| 2025-03-31 | $445k | 1.3k | 350.46 |
| 2024-12-31 | $398k | 1.3k | 316.04 |
| 2024-09-30 | $284k | 1.0k | 274.95 |
| 2024-06-30 | $275k | 1.0k | 262.47 |
| 2024-03-31 | $289k | 1.0k | 279.08 |