Visa shares owned by Kellett Schaffner Wealth Advisors
Quarter-by-quarter ownership of Visa (V) shares owned by Kellett Schaffner Wealth Advisors
from 13F filings
Historical chart of Kellett Schaffner Wealth Advisors investment in Visa
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Quarterly reported holdings in Visa by Kellett Schaffner Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $688k | 2.0k | 341.30 |
| 2025-06-30 | $648k | 1.8k | 355.13 |
| 2025-03-31 | $441k | 1.3k | 350.55 |
| 2024-12-31 | $390k | 1.2k | 316.12 |
| 2024-09-30 | $329k | 1.2k | 275.02 |
| 2024-06-30 | $406k | 1.5k | 262.52 |
| 2024-03-31 | $279k | 999 | 279.18 |
| 2023-12-31 | $256k | 981 | 260.44 |
| 2023-09-30 | $226k | 981 | 230.08 |
| 2023-03-31 | $332k | 1.5k | 225.50 |
| 2022-12-31 | $328k | 1.6k | 207.79 |
| 2022-09-30 | $327k | 1.6k | 207.36 |
| 2022-06-30 | $291k | 1.5k | 197.02 |
| 2022-03-31 | $328k | 1.5k | 222.07 |
| 2021-12-31 | $353k | 1.6k | 216.96 |
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