Visa shares owned by Holistic Planning
Historical chart of Holistic Planning investment in Visa
Tip: Access up to 7 years of quarterly data
All positions including Visa held by Holistic Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Visa by Holistic Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 3.4k | 341.40 |
| 2025-06-30 | $1.2M | 3.3k | 355.09 |
| 2025-03-31 | $910k | 2.6k | 350.50 |
| 2024-12-31 | $825k | 2.6k | 316.07 |
| 2024-09-30 | $697k | 2.5k | 274.97 |
| 2024-06-30 | $539k | 1.9k | 279.10 |
| 2024-03-31 | $539k | 1.9k | 279.10 |