Visa shares owned by Walled Lake Planning & Wealth Management
Quarter-by-quarter ownership of Visa (V) shares owned by Walled Lake Planning & Wealth Management
from 13F filings
Historical chart of Walled Lake Planning & Wealth Management investment in Visa
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Quarterly reported holdings in Visa by Walled Lake Planning & Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 4.0k | 341.38 |
| 2025-06-30 | $1.5M | 4.1k | 355.08 |
| 2025-03-31 | $1.5M | 4.1k | 350.47 |
| 2024-12-31 | $1.4M | 4.5k | 316.01 |
| 2024-09-30 | $1.3M | 4.5k | 274.92 |
| 2024-06-30 | $1.2M | 4.5k | 262.50 |
| 2024-03-31 | $1.3M | 4.8k | 279.10 |
| 2023-09-30 | $1.1M | 4.8k | 230.01 |
| 2023-06-30 | $1.2M | 5.0k | 237.49 |
| 2023-03-31 | $1.1M | 5.0k | 225.48 |
| 2022-12-31 | $912k | 4.4k | 207.75 |
| 2022-09-30 | $953k | 5.4k | 177.60 |
| 2022-06-30 | $1.1M | 5.4k | 196.88 |
| 2022-03-31 | $1.2M | 5.4k | 221.75 |
| 2021-12-31 | $1.2M | 5.3k | 216.67 |
| 2021-09-30 | $1.3M | 5.9k | 222.67 |
| 2021-06-30 | $1.3M | 5.8k | 233.77 |
| 2021-03-31 | $1.2M | 5.8k | 211.77 |
| 2020-12-31 | $1.3M | 5.8k | 218.78 |
| 2020-09-30 | $1.3M | 6.4k | 199.91 |
| 2020-06-30 | $1.3M | 6.7k | 193.15 |
| 2020-03-31 | $1.1M | 6.7k | 161.18 |
| 2019-12-31 | $1.2M | 6.4k | 187.90 |
More positions owned by Walled Lake Planning & Wealth Management
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