Visa shares owned by Triad Wealth Partners
Historical chart of Triad Wealth Partners investment in Visa
Tip: Access up to 7 years of quarterly data
All positions including Visa held by Triad Wealth Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Visa by Triad Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 4.3k | 341.34 |
| 2025-06-30 | $1.4M | 4.1k | 355.02 |
| 2025-03-31 | $810k | 2.3k | 350.39 |
| 2024-12-31 | $670k | 2.1k | 316.04 |
| 2024-06-30 | $315k | 1.2k | 262.47 |
| 2024-03-31 | $278k | 996 | 279.08 |