Falcon Wealth Planning »

Visa shares owned by Falcon Wealth Planning

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

Historical chart of Falcon Wealth Planning investment in Visa

Jan 2022Jul 2022Jan 2023Jul 2023Jan 2024Jul 2024Jan 2025200k300k400k100012001400
Value ($)Share countHistorical V position of Falcon Wealth Planning Source: stockzoa.comValue ($)Share count

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Visa by Falcon Wealth Planning

Quarter filed Position value Share count Share price at filing
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