Mount Yale Investment Advisors »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Visa by Mount Yale Investment Advisors

Quarter filed Position value Share count Share price at filing
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