Visa shares owned by Provenance Wealth Advisors
Quarter-by-quarter ownership of Visa (V) shares owned by Provenance Wealth Advisors
from 13F filings
Historical chart of Provenance Wealth Advisors investment in Visa
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All positions including Visa held by Provenance Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Visa by Provenance Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $857k | 2.5k | 341.38 |
| 2025-06-30 | $892k | 2.5k | 355.05 |
| 2025-03-31 | $1.2M | 3.5k | 350.46 |
| 2024-12-31 | $2.3M | 7.4k | 316.04 |
| 2024-09-30 | $718k | 2.6k | 274.95 |
| 2024-06-30 | $101k | 384 | 262.47 |
| 2024-03-31 | $643k | 2.3k | 279.08 |
| 2023-12-31 | $100k | 384 | 260.35 |
| 2023-09-30 | $34k | 146 | 230.01 |
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