Visa shares owned by Everhart Financial Group
Historical chart of Everhart Financial Group investment in Visa
Tip: Access up to 7 years of quarterly data
All positions including Visa held by Everhart Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Visa by Everhart Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.1M | 12k | 341.37 |
| 2025-06-30 | $4.3M | 12k | 355.04 |
| 2025-03-31 | $3.9M | 11k | 350.45 |
| 2024-12-31 | $3.2M | 10k | 316.03 |
| 2024-09-30 | $2.5M | 9.2k | 274.94 |
| 2024-06-30 | $2.3M | 8.8k | 262.46 |
| 2024-03-31 | $2.3M | 8.1k | 279.07 |
| 2023-12-31 | $1.9M | 7.2k | 260.33 |
| 2023-09-30 | $1.4M | 6.2k | 230.03 |
| 2023-06-30 | $1.3M | 5.6k | 237.50 |
| 2023-03-31 | $1.1M | 5.0k | 225.48 |
| 2022-12-31 | $880k | 4.2k | 207.77 |
| 2022-09-30 | $408k | 2.3k | 177.55 |
| 2022-06-30 | $810k | 4.1k | 197.08 |
| 2022-03-31 | $828k | 3.7k | 221.81 |
| 2021-12-31 | $603k | 2.8k | 216.44 |
| 2021-09-30 | $525k | 2.4k | 222.65 |
| 2021-06-30 | $422k | 1.8k | 234.31 |