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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

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Quarterly 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