Visa shares owned by Confluence Wealth Services
Quarter-by-quarter ownership of Visa (V) shares owned by Confluence Wealth Services
from 13F filings
Historical chart of Confluence Wealth Services investment in Visa
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Quarterly reported holdings in Visa by Confluence Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.3M | 27k | 341.37 |
| 2025-06-30 | $7.4M | 21k | 355.04 |
| 2025-03-31 | $6.9M | 21k | 334.36 |
| 2024-12-31 | $6.4M | 20k | 328.20 |
| 2024-09-30 | $5.2M | 19k | 274.94 |
| 2024-06-30 | $5.4M | 21k | 262.46 |
| 2024-03-31 | $5.5M | 20k | 279.08 |
| 2023-12-31 | $4.6M | 18k | 260.35 |
| 2023-09-30 | $3.9M | 17k | 230.01 |
| 2023-06-30 | $3.7M | 16k | 237.48 |
| 2023-03-31 | $3.4M | 15k | 225.46 |
| 2022-12-31 | $2.8M | 13k | 207.75 |
| 2022-09-30 | $2.3M | 13k | 177.60 |
| 2022-06-30 | $3.0M | 14k | 211.03 |
| 2022-03-31 | $3.1M | 14k | 221.77 |
| 2021-12-31 | $3.0M | 14k | 216.68 |
More positions owned by Confluence Wealth Services
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