Visa shares owned by Fiduciary Planning
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
Download as csvQuarterly 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 |