Visa shares owned by Regent Peak Wealth Advisors
Quarter-by-quarter ownership of Visa (V) shares owned by Regent Peak Wealth Advisors
from 13F filings
Historical chart of Regent Peak Wealth Advisors investment in Visa
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Quarterly reported holdings in Visa by Regent Peak Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.6M | 4.9k | 316.02 |
| 2024-09-30 | $1.3M | 4.8k | 274.93 |
| 2024-06-30 | $1.3M | 4.9k | 262.46 |
| 2024-03-31 | $1.3M | 4.7k | 279.07 |
| 2023-12-31 | $1.3M | 4.9k | 260.35 |
| 2023-09-30 | $1.1M | 5.0k | 230.01 |
| 2023-06-30 | $1.2M | 5.0k | 237.49 |
| 2023-03-31 | $1.1M | 5.0k | 225.47 |
| 2022-12-31 | $1.1M | 5.2k | 207.76 |
| 2022-09-30 | $894k | 5.0k | 177.52 |
| 2022-06-30 | $1.0M | 5.3k | 196.85 |
| 2022-03-31 | $1.1M | 5.1k | 221.70 |
| 2021-12-31 | $1.1M | 5.0k | 216.74 |
| 2021-09-30 | $1.1M | 5.1k | 222.70 |
| 2021-06-30 | $1.2M | 5.1k | 246.45 |
| 2021-03-31 | $1.1M | 5.0k | 211.60 |
| 2020-12-31 | $1.0M | 4.7k | 218.67 |
| 2020-09-30 | $840k | 4.2k | 199.90 |
| 2020-06-30 | $798k | 4.1k | 193.13 |
| 2020-03-31 | $548k | 3.4k | 160.94 |
| 2019-12-31 | $482k | 2.6k | 187.62 |
More positions owned by Regent Peak Wealth Advisors
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