Visa shares owned by Spartan Planning & Wealth Management
Quarter-by-quarter ownership of Visa (V) shares owned by Spartan Planning & Wealth Management
from 13F filings
Historical chart of Spartan Planning & Wealth Management investment in Visa
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All positions including Visa held by Spartan Planning & Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Visa by Spartan Planning & Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $600k | 1.8k | 341.40 |
| 2025-06-30 | $1.2M | 3.4k | 355.05 |
| 2025-03-31 | $1.1M | 3.1k | 350.46 |
| 2024-12-31 | $961k | 3.0k | 316.04 |
| 2023-12-31 | $685k | 2.6k | 260.35 |
| 2023-09-30 | $316k | 1.4k | 230.01 |
| 2022-12-31 | $560k | 2.7k | 207.76 |
| 2022-09-30 | $0 | 1 | 0.00 |
| 2022-06-30 | $0 | 2 | 0.00 |
| 2022-03-31 | $313k | 1.4k | 221.99 |
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