Visa shares owned by Forum Financial Management
Quarter-by-quarter ownership of Visa (V) shares owned by Forum Financial Management
from 13F filings
Historical chart of Forum Financial Management investment in Visa
Tip: Access up to 7 years of quarterly data
All positions including Visa held by Forum Financial Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Visa by Forum Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.1M | 12k | 341.37 |
| 2025-06-30 | $4.1M | 12k | 355.03 |
| 2025-03-31 | $3.3M | 9.4k | 350.47 |
| 2024-12-31 | $3.2M | 10k | 316.04 |
| 2024-09-30 | $2.4M | 8.8k | 274.95 |
| 2024-06-30 | $2.3M | 8.6k | 262.47 |
| 2024-03-31 | $3.5M | 12k | 279.08 |
| 2023-12-31 | $3.2M | 13k | 260.36 |
| 2023-09-30 | $2.8M | 12k | 230.02 |
| 2023-06-30 | $2.8M | 12k | 237.47 |
| 2023-03-31 | $2.7M | 12k | 225.46 |
| 2022-12-31 | $2.7M | 13k | 207.75 |
| 2022-09-30 | $2.3M | 13k | 177.65 |
| 2022-06-30 | $2.6M | 13k | 196.87 |
| 2022-03-31 | $3.0M | 13k | 221.75 |
| 2021-12-31 | $2.9M | 14k | 216.74 |
More positions owned by Forum Financial Management
View all positions for Forum Financial Management