Visa shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of Visa (V) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts investment in Visa
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Quarterly reported holdings in Visa by Integrated Wealth Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $16M | 71k | 230.01 |
| 2023-06-30 | $17M | 71k | 237.48 |
| 2023-03-31 | $14M | 62k | 225.46 |
| 2022-12-31 | $10M | 48k | 207.76 |
| 2022-09-30 | $8.5M | 48k | 177.66 |
| 2022-06-30 | $9.4M | 48k | 196.90 |
| 2022-03-31 | $11M | 49k | 221.77 |
| 2021-12-31 | $10M | 48k | 216.72 |
| 2021-09-30 | $10M | 45k | 222.74 |
| 2021-06-30 | $10M | 43k | 233.83 |
| 2021-03-31 | $8.9M | 42k | 211.72 |
| 2020-12-31 | $8.9M | 41k | 218.73 |
| 2020-09-30 | $7.7M | 39k | 199.96 |
| 2020-06-30 | $3.4M | 17k | 193.18 |
| 2020-03-31 | $2.4M | 15k | 161.14 |
| 2019-12-31 | $2.9M | 16k | 187.93 |
| 2019-09-30 | $2.5M | 14k | 172.03 |
| 2019-06-30 | $2.4M | 14k | 167.55 |
| 2019-03-31 | $1.9M | 12k | 156.21 |
| 2018-12-31 | $1.4M | 11k | 131.93 |
| 2018-09-30 | $1.7M | 11k | 150.78 |
| 2018-06-30 | $1.4M | 11k | 132.48 |
| 2018-03-31 | $1.2M | 10k | 118.38 |
| 2017-12-31 | $1.1M | 9.2k | 119.39 |
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