Visa shares owned by Total Wealth Planning & Management
Quarter-by-quarter ownership of Visa (V) shares owned by Total Wealth Planning & Management
from 13F filings
Historical chart of Total Wealth Planning & Management investment in Visa
Tip: Access up to 7 years of quarterly data
All positions including Visa held by Total Wealth Planning & Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Visa by Total Wealth Planning & Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $594k | 1.7k | 355.05 |
| 2025-03-31 | $610k | 1.7k | 350.46 |
| 2024-12-31 | $619k | 2.0k | 316.04 |
More positions owned by Total Wealth Planning & Management
Home Depot (HD)
View all positions for Total Wealth Planning & Management