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Visa shares owned by Fiduciary Planning

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

Historical chart of Fiduciary Planning investment in Visa

Tip: Access up to 7 years of quarterly data

All positions including Visa held by Fiduciary Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Visa by Fiduciary Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $232k 660 350.91
2023-09-30 $812k 3.5k 230.01
2023-06-30 $1.2M 5.2k 237.48
2023-03-31 $1.2M 5.1k 225.46
2022-12-31 $1.1M 5.3k 207.75
2022-09-30 $933k 5.3k 177.55
2022-06-30 $1.0M 5.2k 196.93
2022-03-31 $970k 4.4k 221.71
2021-12-31 $798k 3.7k 216.85
2021-09-30 $889k 4.0k 222.75
2021-06-30 $472k 2.0k 233.66
2021-03-31 $12k 57 210.53