Visa shares owned by Forbes Financial Planning
Historical chart of Forbes Financial Planning investment in Visa
Tip: Access up to 7 years of quarterly data
All positions including Visa held by Forbes Financial Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Visa by Forbes Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $292k | 854 | 341.38 |
| 2025-06-30 | $321k | 904 | 355.05 |
| 2025-03-31 | $317k | 904 | 350.46 |
| 2024-12-31 | $286k | 904 | 316.04 |
| 2024-09-30 | $249k | 904 | 274.95 |
| 2024-06-30 | $237k | 904 | 262.47 |
| 2024-03-31 | $252k | 904 | 279.08 |
| 2023-09-30 | $208k | 904 | 230.01 |
| 2023-06-30 | $215k | 904 | 237.48 |
| 2023-03-31 | $204k | 904 | 225.46 |
| 2022-03-31 | $208k | 939 | 221.51 |
| 2021-12-31 | $204k | 939 | 217.25 |