Visa shares owned by Falcon Wealth Planning
Historical chart of Falcon Wealth Planning investment in Visa
Tip: Access up to 7 years of quarterly data
All positions including Visa held by Falcon Wealth Planning consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Visa by Falcon Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $666k | 2.0k | 341.46 |
| 2025-06-30 | $699k | 2.0k | 355.09 |
| 2025-03-31 | $569k | 1.6k | 350.49 |
| 2024-12-31 | $464k | 1.5k | 316.00 |
| 2024-09-30 | $383k | 1.4k | 275.04 |
| 2024-06-30 | $346k | 1.3k | 262.49 |
| 2024-03-31 | $334k | 1.2k | 279.01 |
| 2023-12-31 | $329k | 1.3k | 260.42 |
| 2023-09-30 | $246k | 1.1k | 229.91 |
| 2023-06-30 | $286k | 1.2k | 237.56 |
| 2023-03-31 | $222k | 984 | 225.48 |
| 2022-12-31 | $202k | 973 | 207.71 |
| 2021-12-31 | $225k | 1.0k | 216.55 |