Capstone Financial Advisors »

Visa shares owned by Capstone Financial Advisors

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

Historical chart of Capstone Financial Advisors investment in Visa

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Visa by Capstone Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $231k 842 274.86
2024-06-30 $217k 828 262.52
2024-03-31 $240k 860 278.94
2023-06-30 $206k 866 237.43
2023-03-31 $212k 940 225.51
2021-06-30 $280k 1.2k 234.11
2021-03-31 $235k 1.1k 211.33
2020-12-31 $218k 997 218.66
2019-12-31 $228k 1.2k 187.81
2019-09-30 $244k 1.4k 172.19
2019-06-30 $367k 2.1k 173.52
2019-03-31 $322k 2.1k 156.31
2018-09-30 $363k 2.4k 149.88
2018-06-30 $330k 2.5k 132.58
2018-03-31 $370k 3.1k 119.51
2017-12-31 $525k 4.6k 114.06
2017-09-30 $484k 4.6k 105.24
2017-06-30 $442k 4.7k 93.72
2017-03-31 $415k 4.7k 88.87
2016-12-31 $369k 4.7k 78.03
2016-09-30 $369k 4.5k 82.72
2016-06-30 $349k 4.7k 74.16
2016-03-31 $305k 4.0k 76.42
2015-12-31 $286k 3.7k 77.55
2015-09-30 $312k 4.5k 69.57
2015-06-30 $346k 5.2k 67.13
2015-03-31 $331k 5.1k 65.40
2014-12-31 $221k 841 262.78
2014-09-30 $202k 946 213.53
2014-03-31 $232k 1.1k 216.22
2013-12-31 $355k 1.6k 222.71