Ownership history in Clarus Wealth Advisors · 20 quarters on record
This page tracks every 13F SEC filing in which Clarus Wealth Advisors reported a position in VISA INC (V). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | UNCHANGED | 576 | — | 0% | 0.09% | $202K | $340.00 |
| 2025 Q2 | REDUCED | 576 | -753 | -56.7% | 0.09% | $204K | $353.00 |
| 2024 Q1 | REDUCED | 1,329 | -22 | -1.6% | 0.21% | $365K | $274.96 |
| 2023 Q4 | REDUCED | 1,351 | -258 | -16.0% | 0.21% | $362K | $256.02 |
| 2023 Q2 | ADDED | 1,609 | +14 | +0.9% | 0.23% | $380K | $232.60 |
| 2023 Q1 | ADDED | 1,595 | +340 | +27.1% | 0.23% | $360K | $220.40 |
| 2021 Q3 | REDUCED | 1,255 | -1,344 | -51.7% | 0.17% | $281K | $215.31 |
| 2021 Q1 | REDUCED | 2,599 | -96 | -3.6% | 0.36% | $578K | $204.09 |
| 2020 Q4 | UNCHANGED | 2,695 | — | 0% | 0.38% | $574K | $210.51 |
| 2020 Q3 | ADDED | 2,695 | +82 | +3.1% | 0.42% | $540K | $192.16 |
As of 2025 Q4 — sorted by position size