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Visa shares owned by Ibex Wealth Advisors

Quarter-by-quarter ownership of Visa (V) shares owned by Ibex Wealth Advisors from 13F filings

Historical chart of Ibex Wealth Advisors investment in Visa

Tip: Access up to 7 years of quarterly data

All positions including Visa held by Ibex Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Visa by Ibex Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.9M 33k 207.75
2023-12-31 $9.3k 36 258.03
2023-09-30 $7.7M 34k 230.02
2023-03-31 $7.6M 34k 225.47
2022-12-31 $6.9M 33k 207.75
2022-09-30 $4.8M 27k 177.65
2022-06-30 $5.4M 27k 196.88
2022-03-31 $6.1M 27k 221.76
2021-12-31 $6.0M 28k 216.71
2021-09-30 $6.4M 29k 222.76
2021-06-30 $8.1M 35k 233.83
2021-03-31 $7.0M 33k 211.74
2020-12-31 $7.4M 34k 218.72
2020-09-30 $6.9M 35k 199.98
2020-06-30 $6.7M 35k 193.15
2020-03-31 $4.2M 26k 161.12
2019-12-31 $7.0M 37k 187.89
2019-09-30 $6.0M 35k 172.00
2019-06-30 $6.1M 35k 173.54
2019-03-31 $5.9M 38k 156.18
2018-12-31 $5.3M 40k 131.94
2018-09-30 $8.0M 53k 150.78
2018-06-30 $6.0M 51k 118.37
2018-03-31 $6.0M 51k 118.37
2017-12-31 $6.3M 53k 119.34
2017-09-30 $5.7M 53k 107.00
2017-06-30 $5.1k 232 22.01
2017-03-31 $4.5M 51k 89.03
2016-12-31 $4.0M 49k 81.83
2016-09-30 $4.0M 49k 82.72