Visa shares owned by Caldwell Trust
Historical chart of Caldwell Trust investment in Visa
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Quarterly reported holdings in Visa by Caldwell Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $9.6M | 32k | 302.24 |
| 2025-12-31 | $11M | 32k | 350.71 |
| 2025-09-30 | $11M | 32k | 341.38 |
| 2021-12-31 | $7.3M | 34k | 216.71 |
| 2021-09-30 | $7.4M | 33k | 222.75 |
| 2021-06-30 | $7.6M | 33k | 233.82 |
| 2021-03-31 | $6.7M | 32k | 211.73 |
| 2020-12-31 | $6.9M | 32k | 218.73 |
| 2020-09-30 | $6.3M | 32k | 199.97 |
| 2020-06-30 | $6.3M | 33k | 193.17 |
| 2020-03-31 | $5.1M | 32k | 161.12 |
| 2019-12-31 | $5.9M | 32k | 187.90 |