Visa shares owned by WealthPlan Investment Management
Quarter-by-quarter ownership of Visa (V) shares owned by WealthPlan Investment Management
from 13F filings
Historical chart of WealthPlan Investment Management investment in Visa
Tip: Access up to 7 years of quarterly data
All positions including Visa held by WealthPlan Investment Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Visa by WealthPlan Investment Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $1.5M | 5.8k | 260.36 |
2023-09-30 | $1.3M | 5.6k | 229.99 |
2023-06-30 | $645k | 2.7k | 237.46 |
2023-03-31 | $1.2M | 5.1k | 225.44 |
2022-12-31 | $3.5M | 15k | 228.88 |
2022-09-30 | $3.3M | 16k | 207.79 |
2022-03-31 | $3.4M | 16k | 213.11 |
More positions owned by WealthPlan Investment Management
View all positions for WealthPlan Investment Management