Visa shares owned by CapWealth Advisors
Historical chart of CapWealth Advisors investment in Visa
Tip: Access up to 7 years of quarterly data
All positions including Visa held by CapWealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Visa by CapWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $305k | 892 | 341.38 |
| 2025-06-30 | $324k | 911 | 355.05 |
| 2025-03-31 | $320k | 913 | 350.46 |
| 2024-12-31 | $297k | 941 | 316.04 |
| 2024-09-30 | $254k | 922 | 274.95 |
| 2022-12-31 | $215k | 1.0k | 207.76 |
| 2022-06-30 | $263k | 1.3k | 196.56 |
| 2022-03-31 | $219k | 986 | 222.11 |
| 2021-12-31 | $214k | 986 | 217.04 |
| 2021-09-30 | $236k | 1.1k | 222.43 |
| 2021-06-30 | $249k | 1.1k | 233.36 |
| 2021-03-31 | $216k | 1.0k | 211.35 |
| 2020-12-31 | $224k | 1.0k | 219.18 |
| 2016-09-30 | $12k | 148 | 81.08 |
| 2016-06-30 | $11k | 148 | 74.32 |
| 2016-03-31 | $11k | 148 | 74.32 |
| 2015-12-31 | $11k | 148 | 74.32 |
| 2015-09-30 | $10k | 148 | 67.57 |
| 2015-06-30 | $10k | 148 | 67.57 |
| 2015-03-31 | $29k | 444 | 65.32 |
| 2014-09-30 | $8.0k | 37 | 216.22 |
| 2014-06-30 | $8.0k | 37 | 216.22 |
| 2014-03-31 | $23k | 105 | 219.05 |
| 2013-09-30 | $19k | 100 | 190.00 |