Visa shares owned by Roehl & Yi Investment Advisors
Quarter-by-quarter ownership of Visa (V) shares owned by Roehl & Yi Investment Advisors
from 13F filings
Historical chart of Roehl & Yi Investment Advisors investment in Visa
Tip: Access up to 7 years of quarterly data
All positions including Visa held by Roehl & Yi Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Visa by Roehl & Yi Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $984k | 42k | 23.53 |
| 2025-09-30 | $924k | 41k | 22.37 |
| 2025-06-30 | $994k | 2.8k | 355.06 |
| 2025-03-31 | $1.0M | 2.9k | 350.47 |
| 2024-12-31 | $898k | 2.8k | 316.05 |
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