Visa shares owned by Ropes Wealth Advisors
Historical chart of Ropes Wealth Advisors investment in Visa
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Quarterly reported holdings in Visa by Ropes Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $2.0M | 8.6k | 230.00 |
| 2023-06-30 | $2.2M | 9.1k | 237.48 |
| 2023-03-31 | $1.9M | 8.2k | 225.46 |
| 2022-12-31 | $1.7M | 8.1k | 207.75 |
| 2022-09-30 | $1.2M | 7.0k | 177.64 |
| 2022-06-30 | $1.5M | 7.7k | 196.87 |
| 2022-03-31 | $1.7M | 7.8k | 221.80 |
| 2021-12-31 | $1.7M | 8.1k | 216.67 |
| 2021-09-30 | $1.6M | 7.2k | 222.69 |
| 2021-06-30 | $1.7M | 7.1k | 233.87 |
| 2021-03-31 | $1.3M | 6.0k | 225.40 |
| 2020-12-31 | $1.2M | 5.5k | 218.79 |
| 2020-09-30 | $913k | 4.6k | 200.00 |
| 2020-06-30 | $796k | 4.1k | 193.25 |
| 2020-03-31 | $625k | 3.9k | 161.08 |
| 2019-12-31 | $689k | 3.7k | 187.89 |
| 2019-09-30 | $3.4M | 20k | 172.03 |
| 2019-06-30 | $3.5M | 20k | 173.53 |
| 2019-03-31 | $3.1M | 20k | 156.17 |
| 2018-12-31 | $2.6M | 20k | 131.95 |
| 2018-09-30 | $3.5M | 23k | 150.07 |
| 2018-06-30 | $2.7M | 20k | 132.46 |
| 2018-03-31 | $2.4M | 20k | 119.61 |
| 2017-12-31 | $2.3M | 20k | 114.00 |
| 2017-09-30 | $2.1M | 20k | 105.22 |
| 2017-06-30 | $1.8M | 19k | 93.78 |
| 2017-03-31 | $1.7M | 19k | 88.87 |
| 2016-12-31 | $1.5M | 19k | 78.03 |
| 2016-09-30 | $1.6M | 19k | 82.68 |
| 2016-06-30 | $1.4M | 19k | 74.18 |
| 2016-03-31 | $64k | 842 | 76.01 |
| 2015-12-31 | $3.0k | 34 | 88.24 |
| 2015-09-30 | $46k | 656 | 70.12 |
| 2015-06-30 | $44k | 656 | 67.07 |
| 2015-03-31 | $43k | 656 | 65.55 |