Ownership history in ForthRight Wealth Management, LLC · 20 quarters on record
This page tracks every 13F SEC filing in which ForthRight Wealth Management, LLC reported a position in VISA INCORPORATED COM CLASS A (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 Q4 | ADDED | 8,674 | +1 | +0.0% | 0.87% | $3.0M | $349.99 |
| 2025 Q3 | ADDED | 8,673 | +22 | +0.3% | 0.86% | $3.0M | $340.00 |
| 2025 Q2 | UNCHANGED | 8,651 | — | 0% | 0.96% | $3.1M | $353.00 |
| 2025 Q1 | UNCHANGED | 8,651 | — | 0% | 1.01% | $3.0M | $347.86 |
| 2024 Q4 | REDUCED | 8,651 | -26 | -0.3% | 0.91% | $2.7M | $313.17 |
| 2024 Q3 | ADDED | 8,677 | +236 | +2.8% | 0.79% | $2.4M | $271.93 |
| 2024 Q2 | UNCHANGED | 8,441 | — | 0% | 0.80% | $2.2M | $259.07 |
| 2024 Q1 | REDUCED | 8,441 | -356 | -4.0% | 0.85% | $2.4M | $274.96 |
| 2023 Q4 | REDUCED | 8,797 | -956 | -9.8% | 0.89% | $2.3M | $256.02 |
| 2023 Q3 | UNCHANGED | 9,753 | — | 0% | 0.97% | $2.2M | $225.71 |
As of 2025 Q4 — sorted by position size