Visa shares owned by WR Wealth Planners
Historical chart of WR Wealth Planners investment in Visa
Tip: Access up to 7 years of quarterly data
All positions including Visa held by WR Wealth Planners consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Visa by WR Wealth Planners
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $1.4M | 5.1k | 274.97 |
2024-06-30 | $1.3M | 5.1k | 262.49 |
2024-03-31 | $1.4M | 5.1k | 279.10 |
2023-12-31 | $1.3M | 4.9k | 260.37 |
2023-09-30 | $946k | 4.1k | 230.02 |
2023-06-30 | $928k | 3.9k | 237.49 |
2023-03-31 | $812k | 3.6k | 225.47 |
2022-12-31 | $506k | 2.4k | 207.77 |
2022-09-30 | $373k | 2.1k | 177.66 |
2022-06-30 | $322k | 1.6k | 196.90 |
2022-03-31 | $354k | 1.6k | 221.78 |