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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

Tip: Access up to 7 years of quarterly data

All positions including Visa held by Confluence Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Visa by Confluence Wealth Services

Quarter filed Position value Share count Share price at filing
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