Visa shares owned by Summit Wealth & Retirement Planning
Quarter-by-quarter ownership of Visa (V) shares owned by Summit Wealth & Retirement Planning
from 13F filings
Historical chart of Summit Wealth & Retirement Planning investment in Visa
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Quarterly reported holdings in Visa by Summit Wealth & Retirement Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $318k | 1.2k | 260.35 |
| 2023-09-30 | $290k | 1.3k | 230.01 |
| 2023-06-30 | $310k | 1.3k | 237.48 |
| 2023-03-31 | $655k | 2.9k | 225.46 |
| 2022-12-31 | $813k | 3.9k | 207.66 |
| 2022-09-30 | $693k | 3.9k | 177.69 |
| 2022-06-30 | $768k | 3.9k | 196.92 |
| 2022-03-31 | $875k | 3.9k | 221.80 |
| 2021-12-31 | $897k | 4.1k | 216.61 |
| 2021-09-30 | $988k | 4.4k | 222.77 |
| 2021-06-30 | $1.1M | 4.6k | 233.72 |
| 2021-03-31 | $1.1M | 5.0k | 211.82 |
| 2020-12-31 | $1.2M | 5.5k | 218.81 |
| 2020-09-30 | $1.1M | 5.5k | 199.96 |
| 2020-06-30 | $1.1M | 5.8k | 193.20 |
| 2020-03-31 | $229k | 1.4k | 161.04 |
More positions owned by Summit Wealth & Retirement Planning
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