Visa shares owned by IVC Wealth Advisors
Historical chart of IVC Wealth Advisors investment in Visa
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All positions including Visa held by IVC Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Visa by IVC Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 5.4k | 341.39 |
| 2025-06-30 | $1.9M | 5.2k | 355.03 |
| 2025-03-31 | $1.8M | 5.3k | 350.48 |
| 2024-12-31 | $1.7M | 5.3k | 316.03 |
| 2024-09-30 | $1.5M | 5.6k | 274.97 |
| 2024-06-30 | $1.5M | 5.7k | 262.47 |
| 2024-03-31 | $1.6M | 5.7k | 279.10 |
| 2023-12-31 | $1.5M | 5.7k | 260.35 |
| 2023-09-30 | $1.4M | 5.9k | 230.03 |
| 2023-06-30 | $1.4M | 5.9k | 237.48 |
| 2023-03-31 | $1.3M | 5.9k | 225.44 |
| 2022-12-31 | $1.3M | 11k | 111.00 |
| 2022-09-30 | $1.1M | 6.0k | 177.68 |
| 2022-06-30 | $1.2M | 6.1k | 196.90 |
| 2022-03-31 | $1.3M | 6.0k | 221.74 |
| 2021-12-31 | $1.2M | 5.8k | 216.78 |
| 2021-09-30 | $1.3M | 5.7k | 222.73 |
| 2021-06-30 | $1.3M | 5.5k | 233.91 |
| 2021-03-31 | $1.2M | 5.4k | 211.75 |
| 2020-12-31 | $1.2M | 5.3k | 218.71 |