Visa shares owned by Holistic Financial Partners
Quarter-by-quarter ownership of Visa (V) shares owned by Holistic Financial Partners
from 13F filings
Historical chart of Holistic Financial Partners investment in Visa
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Quarterly reported holdings in Visa by Holistic Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $516k | 1.9k | 274.95 |
| 2024-06-30 | $481k | 1.8k | 262.47 |
| 2024-03-31 | $552k | 2.0k | 279.08 |
| 2023-12-31 | $514k | 2.0k | 260.35 |
| 2023-09-30 | $445k | 1.9k | 230.01 |
| 2023-06-30 | $460k | 1.9k | 237.48 |
| 2023-03-31 | $429k | 1.9k | 225.46 |
| 2022-12-31 | $388k | 1.9k | 207.76 |
| 2022-09-30 | $331k | 1.9k | 177.48 |
| 2022-06-30 | $360k | 1.8k | 197.15 |
| 2022-03-31 | $396k | 1.8k | 221.60 |
| 2021-12-31 | $415k | 1.9k | 216.48 |
| 2021-09-30 | $435k | 2.0k | 222.96 |
| 2021-06-30 | $456k | 2.0k | 233.73 |
| 2021-03-31 | $413k | 2.0k | 211.69 |
| 2020-12-31 | $556k | 2.5k | 218.55 |
| 2020-09-30 | $527k | 2.6k | 199.77 |
| 2020-06-30 | $476k | 2.5k | 193.26 |
| 2020-03-31 | $372k | 2.3k | 161.04 |
| 2019-12-31 | $457k | 2.4k | 187.83 |
| 2019-09-30 | $396k | 2.3k | 172.10 |
| 2019-06-30 | $427k | 2.5k | 173.72 |
| 2019-03-31 | $382k | 2.4k | 156.17 |
| 2018-12-31 | $324k | 2.5k | 131.81 |
| 2018-09-30 | $379k | 2.5k | 150.28 |
| 2018-03-31 | $302k | 2.5k | 119.75 |
| 2017-12-31 | $288k | 2.5k | 114.20 |
More positions owned by Holistic Financial Partners
View all positions for Holistic Financial Partners