Visa shares owned by Jeppson Wealth Management
Historical chart of Jeppson Wealth Management investment in Visa
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All positions including Visa held by Jeppson Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Visa by Jeppson Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $517k | 1.9k | 279.08 |
| 2023-12-31 | $485k | 1.9k | 260.35 |
| 2023-09-30 | $432k | 1.9k | 230.01 |
| 2023-06-30 | $434k | 1.8k | 237.48 |
| 2023-03-31 | $414k | 1.8k | 225.46 |
| 2022-12-31 | $391k | 1.9k | 207.76 |
| 2022-09-30 | $352k | 2.0k | 177.87 |
| 2022-06-30 | $374k | 1.9k | 196.64 |
| 2022-03-31 | $388k | 1.8k | 221.59 |
| 2021-12-31 | $316k | 1.5k | 216.44 |
| 2021-09-30 | $201k | 905 | 222.10 |
| 2021-06-30 | $211k | 905 | 233.15 |
| 2020-09-30 | $175k | 875 | 200.00 |
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