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Visa shares owned by Halpern Financial

Quarter-by-quarter ownership of Visa (V) shares owned by Halpern Financial from 13F filings

Historical chart of Halpern Financial investment in Visa

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All positions including Visa held by Halpern Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Visa by Halpern Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $61k 221 276.96
2023-12-31 $57k 221 257.98
2023-09-30 $66k 285 230.01
2023-06-30 $16k 67 237.48
2022-09-30 $5.7k 32 177.66
2022-06-30 $11k 54 196.89
2021-09-30 $1.6k 7 222.71
2021-06-30 $1.6k 7 233.86
2021-03-31 $1.5k 7 211.71
2020-12-31 $8.1k 37 218.73
2020-09-30 $12k 61 199.97
2020-06-30 $15k 78 193.17
2020-03-31 $4.8k 30 161.13
2019-12-31 $5.6k 30 187.90