Summit Place Financial Advisors »

Visa shares owned by Summit Place Financial Advisors

Quarter-by-quarter ownership of Visa (V) shares owned by Summit Place Financial Advisors from 13F filings

Historical chart of Summit Place Financial Advisors investment in Visa

Tip: Access up to 7 years of quarterly data

All positions including Visa held by Summit Place Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Visa by Summit Place Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.8M 11k 260.35
2023-09-30 $2.4M 10k 230.01
2023-06-30 $2.7M 11k 237.48
2023-03-31 $2.6M 12k 225.46
2022-12-31 $2.4M 12k 207.76
2022-09-30 $1.8M 10k 177.63
2022-06-30 $2.1M 11k 196.86
2022-03-31 $2.4M 11k 221.80
2021-12-31 $2.4M 11k 216.70
2021-09-30 $2.2M 9.8k 222.75
2021-06-30 $2.3M 9.6k 233.82
2021-03-31 $2.1M 9.7k 211.78
2020-12-31 $2.1M 9.7k 218.71
2020-09-30 $1.8M 8.8k 200.00
2019-12-31 $2.1M 11k 187.92