Visa shares owned by Icon Wealth Advisors
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 csvQuarterly reported holdings in Visa by Icon Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $10M | 30k | 341.38 |
| 2025-06-30 | $12M | 35k | 355.05 |
| 2025-03-31 | $11M | 31k | 350.45 |
| 2024-12-31 | $9.8M | 31k | 316.04 |
| 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 |