Visa shares owned by Phillips Financial Management
Quarter-by-quarter ownership of Visa (V) shares owned by Phillips Financial Management
from 13F filings
Historical chart of Phillips Financial Management investment in Visa
Tip: Access up to 7 years of quarterly data
All positions including Visa held by Phillips Financial Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Visa by Phillips Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $906k | 2.7k | 341.38 |
| 2025-06-30 | $727k | 2.0k | 355.05 |
| 2025-03-31 | $618k | 1.8k | 350.46 |
| 2024-12-31 | $497k | 1.6k | 316.04 |
| 2024-09-30 | $412k | 1.5k | 274.95 |
| 2024-06-30 | $390k | 1.5k | 262.47 |
| 2024-03-31 | $367k | 1.3k | 279.08 |
| 2023-12-31 | $340k | 1.3k | 260.35 |
| 2023-09-30 | $274k | 1.2k | 230.01 |
| 2023-06-30 | $203k | 853 | 237.48 |
More positions owned by Phillips Financial Management
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