Cyndeo Wealth Partners »

Visa shares owned by Cyndeo Wealth Partners

Quarter-by-quarter ownership of Visa (V) shares owned by Cyndeo Wealth Partners from 13F filings

Historical chart of Cyndeo Wealth Partners investment in Visa

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Visa by Cyndeo Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $7.5M 27k 279.08
2023-12-31 $7.5M 29k 260.35
2023-09-30 $7.3M 32k 230.01
2023-06-30 $7.0M 30k 237.48
2023-03-31 $6.8M 30k 225.46
2022-12-31 $5.9M 29k 207.76