Visa shares owned by Institute For Wealth Management
Quarter-by-quarter ownership of Visa (V) shares owned by Institute For Wealth Management
from 13F filings
Historical chart of Institute For Wealth Management investment in Visa
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Quarterly reported holdings in Visa by Institute For Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.6M | 13k | 341.38 |
| 2025-06-30 | $4.7M | 13k | 355.04 |
| 2025-03-31 | $4.8M | 14k | 350.45 |
| 2024-12-31 | $4.4M | 14k | 316.04 |
| 2024-09-30 | $3.8M | 14k | 274.96 |
| 2024-06-30 | $3.6M | 14k | 262.47 |
| 2024-03-31 | $3.8M | 14k | 279.07 |
| 2023-12-31 | $3.6M | 14k | 260.35 |
| 2023-09-30 | $3.2M | 14k | 230.02 |
| 2023-06-30 | $3.2M | 14k | 237.48 |
| 2023-03-31 | $3.1M | 14k | 225.46 |
| 2022-12-31 | $2.9M | 14k | 207.77 |
| 2022-09-30 | $2.6M | 15k | 177.66 |
| 2022-06-30 | $2.8M | 14k | 196.87 |
| 2022-03-31 | $3.1M | 14k | 221.78 |
| 2021-12-31 | $3.1M | 14k | 216.69 |
| 2021-09-30 | $3.1M | 14k | 222.78 |
| 2021-06-30 | $3.1M | 13k | 233.83 |
| 2021-03-31 | $2.8M | 13k | 211.69 |
| 2020-12-31 | $3.0M | 14k | 218.72 |
| 2020-09-30 | $2.6M | 13k | 199.94 |
| 2020-06-30 | $2.4M | 13k | 193.21 |
| 2020-03-31 | $1.9M | 12k | 161.15 |
| 2019-12-31 | $2.5M | 2.5k | 1000.00 |
| 2019-09-30 | $2.3M | 14k | 171.98 |
| 2019-06-30 | $2.6M | 15k | 173.58 |
| 2019-03-31 | $2.5M | 16k | 156.19 |
| 2018-12-31 | $2.1M | 16k | 131.95 |
| 2018-09-30 | $1.9M | 13k | 149.18 |
| 2018-06-30 | $1.6M | 13k | 131.80 |
| 2018-03-31 | $1.6M | 12k | 126.67 |
| 2017-12-31 | $1.3M | 12k | 114.39 |
| 2017-09-30 | $1.3M | 12k | 105.31 |
| 2017-06-30 | $1.0M | 11k | 94.13 |
More positions owned by Institute For Wealth Management
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