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 |
---|---|---|---|
2024-06-30 | $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 |