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 csv Download as ExcelQuarterly reported holdings in Visa by Capital Advisors Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |
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