Visa shares owned by WT Wealth Management
Historical chart of WT Wealth Management investment in Visa
Tip: Access up to 7 years of quarterly data
All positions including Visa held by WT Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Visa by WT Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $2.7M | 9.4k | 290.63 |
2024-06-30 | $2.8M | 11k | 262.46 |
2024-03-31 | $3.4M | 12k | 279.09 |
2023-12-31 | $3.1M | 12k | 260.36 |
2023-09-30 | $1.6M | 6.8k | 230.00 |
2023-06-30 | $1.6M | 6.8k | 237.48 |
2023-03-31 | $1.8M | 8.1k | 225.46 |
2022-12-31 | $2.1M | 10k | 207.77 |
2022-09-30 | $1.8M | 9.9k | 177.62 |
2022-06-30 | $2.5M | 13k | 196.88 |
2022-03-31 | $3.4M | 16k | 221.76 |
2021-12-31 | $3.8M | 18k | 216.73 |
2021-09-30 | $2.8M | 13k | 222.76 |
2021-06-30 | $2.6M | 11k | 233.79 |
2021-03-31 | $2.1M | 10k | 211.70 |
2020-12-31 | $2.0M | 9.0k | 218.73 |
2020-09-30 | $1.4M | 6.8k | 199.88 |
2020-06-30 | $1.2M | 6.0k | 193.01 |
2020-03-31 | $958k | 6.0k | 161.01 |
2019-12-31 | $1.1M | 6.1k | 187.80 |
2019-09-30 | $1.1M | 6.6k | 171.97 |