Visa shares owned by Strategic Wealth Partners
Historical chart of Strategic Wealth Partners investment in Visa
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All positions including Visa held by Strategic Wealth Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Visa by Strategic Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $10M | 37k | 279.08 |
| 2023-12-31 | $9.1M | 35k | 260.35 |
| 2023-09-30 | $7.2M | 32k | 230.01 |
| 2023-06-30 | $7.3M | 31k | 237.48 |
| 2023-03-31 | $3.3M | 15k | 225.47 |
| 2022-12-31 | $2.7M | 13k | 207.76 |
| 2022-09-30 | $2.1M | 12k | 177.65 |
| 2022-06-30 | $2.2M | 11k | 196.87 |
| 2022-03-31 | $2.4M | 11k | 221.80 |
| 2021-12-31 | $2.2M | 10k | 216.74 |
| 2021-09-30 | $2.2M | 10k | 222.74 |
| 2021-06-30 | $1.9M | 8.1k | 233.74 |
| 2021-03-31 | $1.6M | 7.5k | 211.77 |
| 2020-12-31 | $1.4M | 6.5k | 218.72 |
| 2020-09-30 | $1.4M | 6.8k | 199.91 |
| 2020-06-30 | $1.7M | 8.8k | 193.15 |
| 2020-03-31 | $1.9M | 10k | 187.90 |
| 2019-12-31 | $1.9M | 10k | 187.90 |
| 2019-09-30 | $1.9M | 11k | 172.48 |
| 2019-06-30 | $2.3M | 13k | 171.43 |
| 2019-03-31 | $2.4M | 15k | 157.14 |
| 2018-12-31 | $1.9M | 14k | 141.11 |
| 2018-09-30 | $2.2M | 14k | 150.07 |
| 2018-06-30 | $1.9M | 15k | 132.41 |
| 2018-03-31 | $2.6M | 21k | 119.63 |
| 2017-12-31 | $2.5M | 22k | 112.17 |