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 csv
Download as Excel
Quarterly reported holdings in Visa by Capstone Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $531k | 1.6k | 341.46 |
| 2025-06-30 | $231k | 651 | 354.88 |
| 2025-03-31 | $229k | 654 | 350.21 |
| 2024-12-31 | $276k | 872 | 316.15 |
| 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 |
More positions owned by Capstone Financial Advisors
View all positions for Capstone Financial Advisors