Visa shares owned by Legacy Financial Advisors
Historical chart of Legacy Financial Advisors investment in Visa
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All positions including Visa held by Legacy Financial Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Visa by Legacy Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.4M | 12k | 279.08 |
| 2023-12-31 | $3.0M | 12k | 260.35 |
| 2023-09-30 | $2.5M | 11k | 230.00 |
| 2023-06-30 | $2.2M | 9.4k | 237.47 |
| 2023-03-31 | $2.0M | 9.1k | 225.47 |
| 2022-12-31 | $1.6M | 7.8k | 207.76 |
| 2022-09-30 | $1.1M | 6.1k | 177.70 |
| 2022-06-30 | $1.3M | 6.6k | 196.94 |
| 2022-03-31 | $1.5M | 6.7k | 221.76 |
| 2021-12-31 | $1.2M | 5.7k | 216.71 |
| 2021-09-30 | $1.1M | 4.9k | 222.70 |
| 2021-06-30 | $1.0M | 4.5k | 233.92 |
| 2021-03-31 | $1.2M | 5.5k | 211.75 |
| 2020-12-31 | $1.1M | 5.2k | 218.54 |
| 2020-09-30 | $946k | 4.7k | 199.87 |
| 2019-12-31 | $745k | 4.0k | 187.94 |
| 2019-09-30 | $665k | 3.9k | 172.01 |
| 2019-06-30 | $670k | 3.9k | 173.62 |
| 2019-03-31 | $575k | 3.7k | 156.17 |
| 2018-12-31 | $423k | 3.2k | 132.06 |
| 2018-09-30 | $508k | 3.4k | 149.85 |
| 2018-06-30 | $462k | 3.3k | 139.41 |
| 2018-03-31 | $375k | 3.1k | 120.54 |
| 2017-12-31 | $348k | 3.1k | 113.91 |