Visa shares owned by Xcel Wealth Management
Historical chart of Xcel Wealth Management investment in Visa
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Quarterly reported holdings in Visa by Xcel Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.5M | 5.4k | 274.95 |
| 2024-06-30 | $1.4M | 5.4k | 262.47 |
| 2024-03-31 | $1.6M | 5.7k | 279.08 |
| 2023-12-31 | $1.5M | 5.7k | 260.36 |
| 2023-09-30 | $1.3M | 5.7k | 229.99 |
| 2023-06-30 | $1.3M | 5.5k | 237.48 |
| 2023-03-31 | $1.2M | 5.5k | 225.46 |
| 2022-12-31 | $1.1M | 5.4k | 207.76 |
| 2022-09-30 | $959k | 5.4k | 177.72 |
| 2022-06-30 | $1.1M | 5.4k | 196.81 |
| 2022-03-31 | $5.5M | 25k | 221.76 |
| 2021-12-31 | $6.1M | 28k | 216.70 |
| 2021-09-30 | $6.3M | 28k | 222.76 |
| 2021-06-30 | $6.6M | 28k | 233.81 |
| 2021-03-31 | $6.2M | 30k | 211.75 |
| 2020-12-31 | $6.1M | 28k | 218.72 |
| 2020-09-30 | $5.7M | 29k | 199.95 |
| 2020-06-30 | $5.5M | 29k | 193.16 |
| 2020-03-31 | $3.4M | 21k | 161.09 |
| 2019-12-31 | $4.2M | 22k | 187.86 |
| 2019-09-30 | $3.9M | 22k | 172.01 |
| 2019-06-30 | $3.8M | 22k | 173.54 |
| 2019-03-31 | $3.5M | 22k | 156.16 |
| 2018-12-31 | $2.7M | 20k | 131.91 |
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