Forum Financial Management »

Visa shares owned by Forum Financial Management

Quarter-by-quarter ownership of Visa (V) shares owned by Forum Financial Management from 13F filings

Historical chart of Forum Financial Management investment in Visa

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Visa by Forum Financial Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.5M 12k 279.08
2023-12-31 $3.2M 13k 260.36
2023-09-30 $2.8M 12k 230.02
2023-06-30 $2.8M 12k 237.47
2023-03-31 $2.7M 12k 225.46
2022-12-31 $2.7M 13k 207.75
2022-09-30 $2.3M 13k 177.65
2022-06-30 $2.6M 13k 196.87
2022-03-31 $3.0M 13k 221.75
2021-12-31 $2.9M 14k 216.74

More positions owned by Forum Financial Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Global Core Plus (DFGP)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Intl High Profit (DIHP)
Amgen (AMGN)
Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Apple (AAPL)
Ishares Tr National Mun Etf (MUB)

View all positions for Forum Financial Management

Top funds holding Visa

Vanguard Group
BlackRock
FMR
Morgan Stanley
T. Rowe Price Associates
Geode Capital Management
Bank of America Corporation
Alliancebernstein
Massachusetts Financial Services
Goldman Sachs Group
Royal Bank of Canada
Wellington Management Company
TCI Fund Management
Northern Trust
Ameriprise Financial

View all funds holding Visa