Visa shares owned by Summit Financial Wealth Advisors
Quarter-by-quarter ownership of Visa (V) shares owned by Summit Financial Wealth Advisors
from 13F filings
Historical chart of Summit Financial Wealth Advisors investment in Visa
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Quarterly reported holdings in Visa by Summit Financial Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $601k | 2.3k | 262.47 |
| 2024-03-31 | $628k | 2.2k | 279.08 |
| 2023-12-31 | $586k | 2.3k | 260.35 |
| 2023-09-30 | $551k | 2.3k | 244.77 |
| 2023-06-30 | $552k | 2.3k | 237.48 |
| 2023-03-31 | $569k | 2.5k | 225.46 |
| 2022-12-31 | $633k | 3.0k | 207.76 |
| 2022-09-30 | $516k | 2.5k | 204.36 |
| 2022-06-30 | $541k | 2.5k | 214.26 |
| 2022-03-31 | $604k | 2.7k | 221.65 |
| 2021-12-31 | $558k | 2.5k | 222.40 |
| 2021-09-30 | $514k | 2.3k | 222.61 |
| 2021-06-30 | $540k | 2.3k | 233.87 |
| 2021-03-31 | $505k | 2.3k | 218.71 |
| 2020-12-31 | $462k | 2.3k | 200.09 |
| 2020-09-30 | $427k | 2.3k | 184.93 |
| 2020-06-30 | $450k | 2.3k | 194.89 |
| 2020-03-31 | $385k | 2.3k | 169.23 |
| 2019-12-31 | $459k | 2.3k | 201.76 |
| 2019-09-30 | $403k | 2.3k | 177.14 |
| 2019-06-30 | $395k | 2.3k | 173.63 |
| 2019-03-31 | $360k | 2.3k | 158.24 |
| 2018-12-31 | $300k | 2.3k | 131.87 |
| 2018-09-30 | $312k | 2.3k | 137.14 |
| 2018-06-30 | $403k | 3.4k | 119.73 |
| 2018-03-31 | $403k | 3.4k | 119.73 |
| 2017-12-31 | $384k | 3.4k | 114.08 |
| 2017-09-30 | $352k | 3.3k | 105.17 |
| 2017-06-30 | $314k | 3.3k | 93.82 |
| 2017-03-31 | $306k | 3.4k | 88.90 |
| 2016-12-31 | $269k | 3.4k | 78.15 |
| 2016-09-30 | $286k | 3.5k | 82.73 |
| 2016-06-30 | $256k | 3.5k | 74.05 |
| 2016-03-31 | $268k | 3.5k | 76.53 |
| 2015-09-30 | $161k | 2.3k | 69.40 |
| 2015-06-30 | $8.0k | 120 | 66.67 |
| 2015-03-31 | $8.0k | 120 | 66.67 |
| 2014-12-31 | $8.0k | 30 | 266.67 |
More positions owned by Summit Financial Wealth Advisors
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