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Visa shares owned by SIMA Wealth Partners

Quarter-by-quarter ownership of Visa (V) shares owned by SIMA Wealth Partners from 13F filings

Historical chart of SIMA Wealth Partners investment in Visa

Tip: Access up to 7 years of quarterly data

All positions including Visa held by SIMA Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Visa by SIMA Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $34k 100 343.09
2026-03-31 $30k 100 302.24
2025-12-31 $35k 100 350.71
2025-09-30 $34k 100 341.38
2025-06-30 $36k 100 355.05
2025-03-31 $35k 100 350.46
2024-12-31 $32k 100 316.04
2024-09-30 $28k 100 274.95
2024-06-30 $26k 100 262.47