Visa shares owned by GeoWealth Management
Historical chart of GeoWealth Management investment in Visa
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All positions including Visa held by GeoWealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Visa by GeoWealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $141k | 1 | 141000.00 |
| 2023-09-30 | $173k | 752 | 230.05 |
| 2023-06-30 | $155k | 653 | 237.05 |
| 2023-03-31 | $28k | 128 | 218.75 |
| 2022-12-31 | $26k | 126 | 206.35 |
| 2022-09-30 | $51k | 293 | 174.06 |
| 2022-06-30 | $54k | 268 | 201.49 |
| 2022-03-31 | $26k | 116 | 224.14 |
| 2021-12-31 | $25k | 115 | 217.39 |
| 2021-09-30 | $24k | 107 | 224.30 |
| 2021-06-30 | $77k | 330 | 233.33 |
| 2020-12-31 | $538k | 2.5k | 218.43 |
| 2019-09-30 | $538k | 3.1k | 171.83 |