Visa shares owned by Live Oak Private Wealth
Historical chart of Live Oak Private Wealth investment in Visa
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All positions including Visa held by Live Oak Private Wealth consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Visa by Live Oak Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $7.0M | 25k | 279.08 |
| 2023-12-31 | $6.3M | 24k | 260.35 |
| 2023-09-30 | $5.5M | 24k | 230.01 |
| 2023-06-30 | $5.5M | 23k | 237.48 |
| 2023-03-31 | $5.2M | 23k | 225.46 |
| 2022-12-31 | $4.8M | 23k | 207.76 |
| 2022-09-30 | $4.0M | 23k | 177.65 |
| 2022-06-30 | $4.2M | 21k | 196.88 |
| 2022-03-31 | $4.3M | 19k | 221.76 |
| 2021-12-31 | $4.0M | 19k | 216.73 |
| 2021-09-30 | $3.9M | 18k | 222.77 |
| 2021-06-30 | $3.9M | 17k | 233.83 |
| 2021-03-31 | $3.4M | 16k | 211.75 |
| 2020-12-31 | $3.3M | 15k | 218.75 |
| 2020-09-30 | $3.0M | 15k | 199.97 |
| 2020-06-30 | $3.2M | 17k | 193.19 |
| 2020-03-31 | $2.6M | 16k | 161.12 |
| 2019-12-31 | $2.7M | 15k | 187.91 |