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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

Tip: Access up to 7 years of quarterly data

All positions including Visa held by Synergy Financial Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Visa by Synergy Financial Management

Quarter filed Position value Share count Share price at filing
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