Visa shares owned by EverSource Wealth Advisors
Quarter-by-quarter ownership of Visa (V) shares owned by EverSource Wealth Advisors
from 13F filings
Historical chart of EverSource Wealth Advisors investment in Visa
Tip: Access up to 7 years of quarterly data
All positions including Visa held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Visa by EverSource Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $6.2M | 18k | 350.75 |
| 2025-09-30 | $6.1M | 18k | 341.50 |
| 2025-06-30 | $6.7M | 19k | 355.05 |
| 2025-03-31 | $6.6M | 19k | 350.46 |
| 2024-12-31 | $5.7M | 18k | 316.04 |
| 2024-09-30 | $4.2M | 15k | 274.95 |
| 2024-06-30 | $4.2M | 16k | 265.67 |
| 2024-03-31 | $3.2M | 12k | 260.35 |
| 2023-12-31 | $3.2M | 12k | 260.35 |
| 2023-09-30 | $2.7M | 12k | 230.01 |
| 2023-06-30 | $2.8M | 12k | 237.50 |
| 2023-03-31 | $2.4M | 11k | 225.46 |
| 2022-12-31 | $2.3M | 11k | 207.76 |
| 2022-09-30 | $1.5M | 8.4k | 177.80 |
| 2022-06-30 | $1.8M | 9.1k | 196.93 |
| 2022-03-31 | $1.7M | 7.7k | 221.48 |
| 2021-12-31 | $1.1M | 5.3k | 214.77 |
More positions owned by EverSource Wealth Advisors
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