VISA INC

Ticker: V CUSIP: 92826C839 Class: Common Stock

Heritage Financial Services, LLC's Holding History (CIK: 0001752035)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 1,506 Value ($000) $528 Avg Close $340.38 Range $318.00 - $356.73
Q3 2025
Shares 1,283 Value ($000) $438 Avg Close $345.14 Range $327.47 - $358.32
Q2 2025
Shares 2,450 Value ($000) $870 Avg Close $346.99 Range $297.39 - $374.11
Q1 2025
Shares 903 Value ($000) $316 Avg Close $336.32 Range $301.70 - $364.57
Q4 2024
Shares 805 Value ($000) $254 Avg Close $298.33 Range $270.80 - $319.35
Q3 2024
Shares 745 Value ($000) $205 Avg Close $267.71 Range $249.94 - $290.45
Q1 2024
Shares 864 Value ($000) $241 Avg Close $272.36 Range $253.11 - $287.25
Q2 2022
Shares 233 Value ($000) $45 Avg Close $201.06 Range $181.03 - $222.80