Visa shares owned by Heritage Wealth Partners
Historical chart of Heritage Wealth Partners investment in Visa
Tip: Access up to 7 years of quarterly data
All positions including Visa held by Heritage Wealth Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Visa by Heritage Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $277k | 791 | 350.49 |
| 2024-12-31 | $304k | 963 | 315.89 |
| 2024-09-30 | $444k | 1.6k | 274.94 |
| 2024-06-30 | $656k | 2.5k | 262.52 |