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Visa shares owned by Mount Yale Investment Advisors

Quarter-by-quarter ownership of Visa (V) shares owned by Mount Yale Investment Advisors from 13F filings

Historical chart of Mount Yale Investment Advisors investment in Visa

Tip: Access up to 7 years of quarterly data

All positions including Visa held by Mount Yale Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Visa by Mount Yale Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.9M 11k 274.96
2024-06-30 $3.4M 13k 262.39
2024-03-31 $3.9M 14k 279.08
2023-09-30 $3.3M 14k 230.01
2023-06-30 $3.5M 15k 237.48
2023-03-31 $3.4M 15k 225.46
2022-12-31 $3.3M 16k 207.76
2022-09-30 $3.1M 18k 177.66
2022-06-30 $4.0M 20k 196.91
2022-03-31 $4.3M 20k 221.79
2021-12-31 $4.1M 19k 216.73
2021-09-30 $4.6M 21k 222.75
2021-06-30 $5.1M 22k 233.82
2021-03-31 $4.6M 22k 211.73
2020-12-31 $5.2M 24k 218.72
2020-09-30 $4.7M 23k 199.98
2020-06-30 $4.4M 23k 193.19
2020-03-31 $3.6M 23k 161.14
2019-12-31 $4.6M 23k 198.96
2019-09-30 $4.8M 26k 179.73
2019-06-30 $25k 31k 0.83
2019-03-31 $0 32k 0.00
2018-12-31 $3.9M 28k 140.81
2018-09-30 $3.7M 26k 144.78
2018-06-30 $3.5M 26k 132.47
2018-03-31 $3.2M 27k 119.63