Visa shares owned by Mark Sheptoff Financial Planning
Quarter-by-quarter ownership of Visa (V) shares owned by Mark Sheptoff Financial Planning
from 13F filings
Historical chart of Mark Sheptoff Financial Planning investment in Visa
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All positions including Visa held by Mark Sheptoff Financial Planning consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Visa by Mark Sheptoff Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.9M | 8.5k | 341.39 |
| 2025-06-30 | $3.0M | 8.5k | 355.06 |
| 2025-03-31 | $3.0M | 8.5k | 350.47 |
| 2024-12-31 | $2.7M | 8.5k | 316.05 |
| 2024-09-30 | $2.3M | 8.5k | 274.96 |
| 2024-06-30 | $2.2M | 8.5k | 262.48 |
| 2024-03-31 | $2.4M | 8.5k | 279.09 |
| 2023-12-31 | $2.2M | 8.5k | 260.36 |
| 2023-09-30 | $2.0M | 8.5k | 230.02 |
| 2023-06-30 | $2.1M | 8.8k | 237.49 |
| 2023-03-31 | $2.0M | 9.0k | 225.47 |
| 2022-12-31 | $1.9M | 9.0k | 207.77 |
| 2022-09-30 | $1.6M | 9.1k | 177.69 |
| 2022-06-30 | $1.9M | 9.7k | 196.94 |
| 2022-03-31 | $2.2M | 10k | 221.75 |
| 2021-12-31 | $2.3M | 11k | 216.74 |
| 2021-09-30 | $2.2M | 10k | 222.75 |
| 2021-06-30 | $2.3M | 10k | 233.88 |
| 2021-03-31 | $2.1M | 10k | 211.78 |
| 2020-12-31 | $2.2M | 10k | 218.78 |
| 2020-09-30 | $2.1M | 11k | 199.98 |
| 2020-06-30 | $2.2M | 11k | 193.19 |
| 2020-03-31 | $2.0M | 12k | 161.15 |
| 2019-12-31 | $2.3M | 12k | 187.89 |
| 2019-09-30 | $2.1M | 12k | 172.00 |
| 2019-06-30 | $2.1M | 12k | 173.55 |
| 2019-03-31 | $1.8M | 12k | 156.16 |
| 2018-12-31 | $1.5M | 12k | 131.97 |
| 2018-09-30 | $1.7M | 11k | 150.09 |
| 2018-06-30 | $1.4M | 11k | 132.44 |
| 2018-03-31 | $1.2M | 10k | 119.64 |
| 2017-12-31 | $1.0M | 9.0k | 114.00 |
| 2017-09-30 | $873k | 8.3k | 105.18 |
| 2017-06-30 | $605k | 6.5k | 93.80 |
| 2017-03-31 | $564k | 6.4k | 88.80 |
| 2016-12-31 | $410k | 5.3k | 78.10 |
| 2016-09-30 | $467k | 5.7k | 82.65 |
| 2016-06-30 | $426k | 5.8k | 74.09 |
| 2016-03-31 | $279k | 3.7k | 76.44 |
| 2015-12-31 | $62k | 800 | 77.50 |
| 2015-09-30 | $56k | 800 | 70.00 |
| 2015-06-30 | $54k | 811 | 66.58 |
| 2015-03-31 | $52k | 800 | 65.00 |
| 2014-12-31 | $26k | 100 | 260.00 |
| 2014-09-30 | $192k | 900 | 213.33 |
| 2014-06-30 | $190k | 900 | 211.11 |
| 2014-03-31 | $194k | 900 | 215.56 |
More positions owned by Mark Sheptoff Financial Planning
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