Visa shares owned by Summit Trail Advisors
Historical chart of Summit Trail Advisors investment in Visa
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Quarterly reported holdings in Visa by Summit Trail Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $8.5M | 27k | 316.04 |
| 2024-09-30 | $5.7M | 21k | 274.95 |
| 2024-06-30 | $5.0M | 19k | 262.47 |
| 2024-03-31 | $5.3M | 19k | 279.09 |
| 2023-12-31 | $4.3M | 17k | 260.35 |
| 2023-09-30 | $3.9M | 17k | 230.01 |
| 2023-06-30 | $4.2M | 18k | 237.48 |
| 2023-03-31 | $2.4M | 11k | 225.47 |
| 2022-12-31 | $1.9M | 9.3k | 207.76 |
| 2022-09-30 | $1.5M | 8.5k | 177.70 |
| 2022-06-30 | $2.0M | 10k | 196.85 |
| 2022-03-31 | $1.6M | 7.2k | 221.81 |
| 2021-12-31 | $1.3M | 6.2k | 216.77 |
| 2021-09-30 | $1.6M | 7.0k | 222.82 |
| 2021-06-30 | $1.4M | 6.1k | 233.76 |
| 2021-03-31 | $1.2M | 5.8k | 211.78 |
| 2020-12-31 | $1.2M | 5.3k | 218.77 |
| 2020-06-30 | $1.6M | 8.2k | 193.13 |
| 2020-03-31 | $669k | 4.2k | 161.20 |
| 2019-12-31 | $633k | 3.4k | 187.95 |
| 2019-09-30 | $244k | 1.4k | 172.07 |
| 2019-06-30 | $215k | 1.2k | 173.39 |
| 2019-03-31 | $264k | 1.7k | 156.31 |
| 2018-12-31 | $1.8M | 13k | 131.94 |
| 2018-09-30 | $2.9M | 19k | 150.07 |
| 2018-06-30 | $2.2M | 17k | 132.43 |
| 2018-03-31 | $2.5M | 2.5M | 1.00 |
| 2017-12-31 | $2.5M | 20k | 123.93 |