Ownership history in GRAYBILL WEALTH MANAGEMENT, LTD. · 22 quarters on record
This page tracks every 13F SEC filing in which GRAYBILL WEALTH MANAGEMENT, LTD. reported a position in Visa Incorporated (V). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 17,237 | +574 | +3.4% | 1.78% | $6.0M | $349.99 |
| 2025 Q3 | REDUCED | 16,663 | -358 | -2.1% | 1.75% | $5.7M | $340.00 |
| 2025 Q2 | ADDED | 17,021 | +395 | +2.4% | 1.97% | $6.0M | $353.00 |
| 2025 Q1 | REDUCED | 16,626 | -259 | -1.5% | 2.00% | $5.8M | $347.86 |
| 2024 Q3 | REDUCED | 16,885 | -137 | -0.8% | 1.72% | $4.6M | $271.93 |
| 2024 Q2 | ADDED | 17,022 | +403 | +2.4% | 1.81% | $4.5M | $259.07 |
| 2024 Q1 | ADDED | 16,619 | +92 | +0.6% | 1.95% | $4.6M | $274.96 |
| 2023 Q4 | REDUCED | 16,527 | -39 | -0.2% | 1.90% | $4.3M | $256.02 |
| 2023 Q3 | REDUCED | 16,566 | -20 | -0.1% | 1.86% | $3.8M | $225.71 |
| 2023 Q2 | ADDED | 16,586 | +73 | +0.4% | 1.87% | $3.9M | $232.60 |
As of 2025 Q4 — sorted by position size