Visa shares owned by Phillips Wealth Planners
Historical chart of Phillips Wealth Planners investment in Visa
Tip: Access up to 7 years of quarterly data
All positions including Visa held by Phillips Wealth Planners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Visa by Phillips Wealth Planners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 4.2k | 349.28 |
| 2025-06-30 | $1.4M | 3.9k | 354.55 |
| 2025-03-31 | $1.2M | 3.7k | 333.40 |
| 2024-12-31 | $1.1M | 3.7k | 307.71 |
| 2024-09-30 | $1.0M | 3.6k | 287.52 |
| 2024-06-30 | $896k | 3.4k | 263.00 |
| 2024-03-31 | $892k | 3.3k | 271.35 |
| 2023-12-31 | $829k | 3.1k | 268.14 |
| 2023-09-30 | $758k | 3.2k | 233.81 |
| 2023-06-30 | $719k | 3.0k | 237.48 |
| 2023-03-31 | $669k | 2.9k | 232.51 |
| 2022-12-31 | $611k | 2.7k | 228.88 |
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