VISA INC

Ticker: V CUSIP: 92826C839 Class: Common Stock

Institute for Wealth Management, LLC.'s Holding History (CIK: 0001533954)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 13,143 Value ($000) $4,610 Avg Close $340.38 Range $318.00 - $356.73
Q3 2025
Shares 13,420 Value ($000) $4,581 Avg Close $345.14 Range $327.47 - $358.32
Q2 2025
Shares 13,377 Value ($000) $4,749 Avg Close $346.99 Range $297.39 - $374.11
Q1 2025
Shares 13,602 Value ($000) $4,767 Avg Close $336.32 Range $301.70 - $364.57
Q4 2024
Shares 13,874 Value ($000) $4,385 Avg Close $298.33 Range $270.80 - $319.35
Q3 2024
Shares 13,758 Value ($000) $3,783 Avg Close $267.71 Range $249.94 - $290.45
Q2 2024
Shares 13,694 Value ($000) $3,594 Avg Close $270.83 Range $258.40 - $279.39
Q1 2024
Shares 13,684 Value ($000) $3,819 Avg Close $272.36 Range $253.11 - $287.25
Q4 2023
Shares 13,956 Value ($000) $3,633 Avg Close $242.67 Range $223.98 - $259.41
Q3 2023
Shares 13,979 Value ($000) $3,215 Avg Close $236.17 Range $223.46 - $245.89
Q2 2023
Shares 13,664 Value ($000) $3,245 Avg Close $224.44 Range $212.14 - $233.87
Q1 2023
Shares 13,689 Value ($000) $3,086 Avg Close $217.85 Range $201.55 - $229.06
Q4 2022
Shares 14,051 Value ($000) $2,919 Avg Close $196.98 Range $170.32 - $215.06
Q3 2022
Shares 14,466 Value ($000) $2,570 Avg Close $198.34 Range $170.54 - $212.34
Q2 2022
Shares 14,421 Value ($000) $2,839 Avg Close $201.06 Range $181.03 - $222.80
Q1 2022
Shares 14,122 Value ($000) $3,132 Avg Close $210.05 Range $181.42 - $228.85
Q4 2021
Shares 14,177 Value ($000) $3,072 Avg Close $208.13 Range $184.46 - $229.52
Q3 2021
Shares 13,978 Value ($000) $3,114 Avg Close $226.99 Range $209.52 - $244.40
Q2 2021
Shares 13,420 Value ($000) $3,138 Avg Close $220.99 Range $205.06 - $230.68
Q1 2021
Shares 13,425 Value ($000) $2,842 Avg Close $203.18 Range $185.94 - $220.44
Q4 2020
Shares 13,588 Value ($000) $2,972 Avg Close $197.22 Range $172.59 - $212.54
Q3 2020
Shares 12,959 Value ($000) $2,591 Avg Close $192.21 Range $179.97 - $209.29
Q2 2020
Shares 12,629 Value ($000) $2,440 Avg Close $175.53 Range $144.56 - $194.39
Q1 2020
Shares 11,914 Value ($000) $1,920 Avg Close $180.69 Range $128.56 - $205.58
Q4 2019
Shares 13,449 Value ($000) $2,527 Avg Close $172.55 Range $161.32 - $182.01
Q3 2019
Shares 13,455 Value ($000) $2,314 Avg Close $170.31 Range $159.55 - $178.99
Q2 2019
Shares 14,702 Value ($000) $2,552 Avg Close $156.33 Range $149.14 - $167.16
Q1 2019
Shares 16,064 Value ($000) $2,509 Avg Close $137.38 Range $121.79 - $149.61
Q4 2018
Shares 16,135 Value ($000) $2,129 Avg Close $131.41 Range $115.81 - $144.08
Q3 2018
Shares 12,689 Value ($000) $1,893 Avg Close $135.08 Range $124.49 - $143.21
Q2 2018
Shares 12,473 Value ($000) $1,644 Avg Close $122.08 Range $110.61 - $129.75
Q1 2018
Shares 12,434 Value ($000) $1,575 Avg Close $114.76 Range $105.03 - $120.04
Q4 2017
Shares 11,644 Value ($000) $1,332 Avg Close $104.38 Range $99.07 - $108.72
Q3 2017
Shares 12,031 Value ($000) $1,267 Avg Close $95.71 Range $87.87 - $100.90
Q2 2017
Shares 11,059 Value ($000) $1,041 Avg Close $87.43 Range $82.95 - $91.08