Forbes Financial Planning »

Visa shares owned by Forbes Financial Planning

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

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Visa by Forbes Financial Planning

Quarter filed Position value Share count Share price at filing
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