Visa shares owned by Asset Planning
Historical chart of Asset Planning investment in Visa
Tip: Access up to 7 years of quarterly data
All positions including Visa held by Asset Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Visa by Asset Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $295k | 864 | 341.48 |
| 2025-06-30 | $307k | 863 | 355.23 |
| 2025-03-31 | $302k | 863 | 350.32 |
| 2024-12-31 | $272k | 862 | 316.00 |