Visa shares owned by Capital Planning Advisors
Historical chart of Capital Planning Advisors investment in Visa
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All positions including Visa held by Capital Planning Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Visa by Capital Planning Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $7.7M | 29k | 260.35 |
| 2023-09-30 | $6.9M | 30k | 230.01 |
| 2023-06-30 | $7.0M | 30k | 237.48 |
| 2023-03-31 | $6.6M | 30k | 225.46 |
| 2022-12-31 | $6.2M | 30k | 207.76 |
| 2022-09-30 | $5.1M | 29k | 177.64 |
| 2022-06-30 | $5.5M | 28k | 196.90 |
| 2022-03-31 | $6.4M | 29k | 221.77 |
| 2021-12-31 | $6.4M | 29k | 216.72 |
| 2021-09-30 | $6.6M | 30k | 222.75 |
| 2021-06-30 | $6.8M | 29k | 233.83 |
| 2021-03-31 | $6.2M | 29k | 211.74 |
| 2020-12-31 | $6.4M | 30k | 218.72 |
| 2020-09-30 | $6.0M | 30k | 199.97 |
| 2020-06-30 | $5.7M | 30k | 193.17 |
| 2020-03-31 | $4.6M | 29k | 161.11 |
| 2019-12-31 | $5.4M | 29k | 187.90 |
| 2019-09-30 | $5.0M | 29k | 172.01 |
| 2019-06-30 | $5.5M | 32k | 173.56 |
| 2019-03-31 | $5.3M | 34k | 156.18 |
| 2018-12-31 | $4.4M | 34k | 131.94 |
| 2018-09-30 | $5.1M | 34k | 150.09 |
| 2018-06-30 | $3.4M | 26k | 132.43 |
| 2018-03-31 | $4.3M | 36k | 119.62 |
| 2017-12-31 | $4.2M | 37k | 114.03 |
| 2017-09-30 | $3.9M | 37k | 105.24 |
| 2017-06-30 | $3.6M | 39k | 93.79 |
| 2017-03-31 | $3.5M | 39k | 88.87 |
| 2016-12-31 | $3.6M | 46k | 78.03 |
| 2016-09-30 | $2.6M | 31k | 82.71 |
| 2016-06-30 | $2.2M | 30k | 74.17 |
| 2016-03-31 | $1.9M | 25k | 76.48 |
| 2015-12-31 | $1.2M | 15k | 77.58 |
| 2015-09-30 | $723k | 10k | 69.70 |
| 2015-06-30 | $728k | 11k | 67.16 |
| 2015-03-31 | $470k | 7.2k | 65.35 |
| 2014-12-31 | $413k | 1.6k | 262.22 |