Visa shares owned by Synergy Financial Management
Quarter-by-quarter ownership of Visa (V) shares owned by Synergy Financial Management
from 13F filings
Historical chart of Synergy Financial Management investment in Visa
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Quarterly reported holdings in Visa by Synergy Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $18M | 50k | 355.05 |
| 2025-06-30 | $282k | 795 | 355.05 |
| 2025-03-31 | $234k | 668 | 350.46 |
| 2024-12-31 | $27M | 86k | 314.40 |
| 2024-09-30 | $22M | 79k | 274.95 |
| 2024-06-30 | $3.6M | 14k | 262.47 |
| 2024-03-31 | $3.1M | 11k | 279.07 |
| 2023-12-31 | $1.8M | 6.9k | 260.33 |
| 2023-09-30 | $1.2M | 5.2k | 229.99 |
| 2023-06-30 | $1.4M | 5.7k | 237.50 |
| 2023-03-31 | $1.4M | 6.0k | 225.48 |
| 2022-12-31 | $1.5M | 7.1k | 207.76 |
| 2022-09-30 | $231k | 1.3k | 177.32 |
| 2022-06-30 | $712k | 3.6k | 196.98 |
| 2022-03-31 | $901k | 4.1k | 221.73 |
| 2021-12-31 | $910k | 4.2k | 216.77 |
| 2021-09-30 | $12M | 53k | 222.76 |
| 2021-06-30 | $13M | 55k | 233.82 |
| 2021-03-31 | $570k | 2.7k | 211.63 |
| 2020-12-31 | $10M | 47k | 218.76 |
More positions owned by Synergy Financial Management
View all positions for Synergy Financial Management