Holt Capital Advisors, L.L.C. dba Holt Capital Partners »

Visa shares owned by Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Quarter-by-quarter ownership of Visa (V) shares owned by Holt Capital Advisors, L.L.C. dba Holt Capital Partners from 13F filings

Historical chart of Holt Capital Advisors, L.L.C. dba Holt Capital Partners investment in Visa

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All positions including Visa held by Holt Capital Advisors, L.L.C. dba Holt Capital Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Visa by Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.0M 4.0k 260.35
2023-09-30 $919k 4.0k 230.01
2023-06-30 $949k 4.0k 237.48
2023-03-31 $876k 3.9k 225.46
2022-12-31 $811k 3.9k 207.76
2022-09-30 $693k 3.9k 177.60
2022-06-30 $766k 3.9k 196.76
2022-03-31 $863k 3.9k 221.68
2021-12-31 $844k 3.9k 216.80
2021-09-30 $872k 3.9k 222.79
2021-06-30 $915k 3.9k 233.78
2021-03-31 $833k 3.9k 211.74
2020-12-31 $860k 3.9k 218.61
2020-09-30 $735k 3.7k 199.84
2020-06-30 $556k 2.9k 193.19
2020-03-31 $460k 2.9k 161.29
2019-12-31 $536k 2.9k 187.94
2019-09-30 $491k 2.9k 172.16
2019-06-30 $495k 2.9k 173.56
2019-03-31 $445k 2.9k 156.03
2018-12-31 $376k 2.9k 131.84
2018-09-30 $428k 2.9k 150.07
2018-06-30 $378k 2.9k 132.54
2018-03-31 $341k 2.9k 119.57
2017-12-31 $325k 2.9k 113.96
2017-09-30 $300k 2.9k 105.19
2017-06-30 $267k 2.9k 93.62
2017-03-31 $253k 2.9k 88.71
2016-12-31 $203k 2.6k 78.08
2016-09-30 $215k 2.6k 82.69
2016-03-31 $199k 2.6k 76.54
2015-12-31 $202k 2.6k 77.69
2015-09-30 $181k 2.6k 69.62
2015-06-30 $175k 2.6k 67.31
2015-03-31 $170k 2.6k 65.38
2014-12-31 $170k 650 261.54
2014-06-30 $137k 650 210.77
2014-03-31 $140k 650 215.38
2013-12-31 $145k 650 223.08

More positions owned by Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Spdr Ser Tr Portfolio Short (SPSB)
Select Sector Spdr Tr Technology (XLK)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Vanguard Whitehall Fds High Div Yld (VYM)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core High Dv Etf (HDV)
Spdr Ser Tr S&p Divid Etf (SDY)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Div Grwth (DGRO)
Select Sector Spdr Tr Sbi Cons Discr (XLY)

View all positions for Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Top funds holding Visa

Vanguard Group
T. Rowe Price Associates
Bank of America Corporation
Alliancebernstein
Massachusetts Financial Services
Goldman Sachs Group
Royal Bank of Canada
Wellington Management Company
Norges Bank Investment Management
Legal & General Group
Jennison Associates
Bank of New York Mellon
Jpmorgan Chase & Co
Barclays
Charles Schwab Investment Management

View all funds holding Visa