Icon Wealth Advisors »

Visa shares owned by Icon Wealth Advisors

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

Historical chart of Icon Wealth Advisors investment in Visa

Tip: Access up to 7 years of quarterly data

All positions including Visa held by Icon Wealth 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 Icon Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $8.5M 31k 274.95
2024-03-31 $7.6M 27k 279.08
2023-12-31 $5.4M 21k 260.35
2022-12-31 $5.4M 26k 207.76
2022-09-30 $5.7M 32k 177.65