Visa shares owned by EP Wealth Advisors
Historical chart of EP Wealth Advisors investment in Visa
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All positions including Visa held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Visa by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2013-03-31 | $7.3M | 43k | 169.84 |
| 2012-09-30 | $5.9M | 44k | 134.29 |
| 2012-06-30 | $5.2M | 42k | 123.63 |
| 2012-03-31 | $5.1M | 43k | 117.99 |
| 2011-12-31 | $4.8M | 47k | 101.53 |