Visa shares owned by Capital Advisors Wealth Management
Quarter-by-quarter ownership of Visa (V) shares owned by Capital Advisors Wealth Management
from 13F filings
Historical chart of Capital Advisors Wealth Management investment in Visa
Tip: Access up to 7 years of quarterly data
All positions including Visa held by Capital Advisors Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Visa by Capital Advisors Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.3M | 16k | 341.37 |
| 2025-06-30 | $5.6M | 16k | 355.06 |
| 2025-03-31 | $5.4M | 16k | 350.45 |
| 2024-12-31 | $4.8M | 15k | 316.03 |
| 2024-09-30 | $4.1M | 15k | 274.95 |
| 2024-06-30 | $3.8M | 15k | 262.48 |
| 2024-03-31 | $3.8M | 14k | 279.08 |
| 2023-12-31 | $3.4M | 13k | 260.34 |
| 2023-09-30 | $3.0M | 13k | 230.00 |
| 2023-06-30 | $3.0M | 13k | 237.48 |
| 2023-03-31 | $2.7M | 12k | 225.45 |
| 2022-12-31 | $2.4M | 12k | 207.75 |
| 2022-09-30 | $2.0M | 12k | 177.69 |
| 2022-06-30 | $2.3M | 12k | 196.91 |
| 2022-03-31 | $2.4M | 11k | 221.76 |
| 2021-12-31 | $2.3M | 11k | 216.70 |
| 2021-09-30 | $2.3M | 11k | 222.76 |
| 2021-06-30 | $2.3M | 9.9k | 233.78 |
| 2021-03-31 | $2.0M | 9.5k | 211.67 |
More positions owned by Capital Advisors Wealth Management
View all positions for Capital Advisors Wealth Management