Visa shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of Visa (V) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Visa
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All positions including Visa held by Annex Advisory Services, LLC, d/b/a Annex Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Visa by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $32M | 114k | 279.08 |
| 2023-09-30 | $22M | 97k | 230.01 |
| 2023-06-30 | $20M | 84k | 237.48 |
| 2023-03-31 | $18M | 81k | 225.46 |
| 2022-12-31 | $16M | 79k | 207.76 |
| 2022-09-30 | $11M | 62k | 177.65 |
| 2022-06-30 | $12M | 63k | 196.89 |
| 2022-03-31 | $14M | 61k | 221.77 |
| 2021-12-31 | $13M | 61k | 216.71 |
| 2021-09-30 | $10M | 47k | 222.70 |
| 2021-06-30 | $9.2M | 39k | 234.22 |
| 2021-03-31 | $7.9M | 37k | 211.75 |
| 2020-12-31 | $8.3M | 38k | 218.72 |
| 2020-09-30 | $2.3M | 12k | 199.95 |
| 2020-06-30 | $2.3M | 12k | 193.21 |
| 2020-03-31 | $1.8M | 11k | 161.11 |
| 2019-12-31 | $2.9M | 206k | 14.15 |
| 2019-09-30 | $1.9M | 11k | 172.01 |
| 2019-06-30 | $1.8M | 10k | 173.50 |
| 2019-03-31 | $1.8M | 12k | 156.21 |
| 2018-12-31 | $1.5M | 12k | 131.92 |
| 2018-09-30 | $1.6M | 11k | 150.13 |
| 2018-06-30 | $1.4M | 11k | 132.48 |
| 2018-03-31 | $1.2M | 10k | 119.59 |
| 2017-12-31 | $1.1M | 9.5k | 114.07 |
| 2017-09-30 | $941k | 8.9k | 105.21 |
| 2017-06-30 | $805k | 8.6k | 93.81 |
| 2017-03-31 | $764k | 8.6k | 88.91 |
| 2016-12-31 | $979k | 13k | 77.99 |
| 2016-09-30 | $1.0M | 12k | 82.72 |
| 2016-06-30 | $941k | 13k | 74.20 |
| 2016-03-31 | $343k | 4.5k | 76.49 |
| 2015-12-31 | $572k | 7.4k | 77.52 |
| 2015-09-30 | $526k | 7.6k | 69.65 |
| 2015-06-30 | $507k | 7.5k | 67.17 |
| 2015-03-31 | $486k | 7.4k | 65.38 |
| 2014-12-31 | $350k | 1.3k | 262.17 |
| 2014-09-30 | $214k | 1.0k | 213.15 |
| 2014-06-30 | $211k | 1.0k | 210.37 |
| 2014-03-31 | $221k | 1.0k | 215.40 |
| 2013-12-31 | $228k | 1.0k | 222.44 |
| 2013-09-30 | $217k | 1.1k | 190.85 |
| 2013-06-30 | $224k | 1.2k | 182.71 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
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