Visa shares owned by Lee Financial
Historical chart of Lee Financial investment in Visa
Tip: Access up to 7 years of quarterly data
All positions including Visa held by Lee Financial consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Visa by Lee Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 3.3k | 341.38 |
| 2025-06-30 | $988k | 2.8k | 355.05 |
| 2025-03-31 | $1.0M | 2.9k | 350.46 |
| 2024-12-31 | $1.1M | 3.4k | 316.05 |
| 2024-09-30 | $926k | 3.4k | 274.97 |
| 2024-06-30 | $846k | 3.2k | 262.47 |
| 2024-03-31 | $965k | 3.5k | 279.08 |
| 2023-12-31 | $843k | 3.2k | 260.35 |
| 2023-09-30 | $407k | 1.8k | 230.01 |
| 2023-06-30 | $454k | 1.9k | 237.48 |
| 2023-03-31 | $390k | 1.7k | 225.46 |
| 2022-12-31 | $438k | 2.1k | 207.76 |
| 2022-09-30 | $378k | 2.1k | 177.58 |
| 2022-06-30 | $322k | 1.6k | 197.09 |
| 2022-03-31 | $332k | 1.5k | 216.22 |
| 2021-12-31 | $359k | 1.7k | 216.66 |
| 2021-09-30 | $336k | 1.5k | 222.81 |
| 2021-06-30 | $352k | 1.5k | 233.58 |
| 2021-03-31 | $312k | 1.5k | 211.96 |
| 2020-12-31 | $344k | 1.6k | 218.83 |
| 2020-09-30 | $314k | 1.6k | 199.75 |
| 2020-06-30 | $304k | 1.6k | 193.38 |
| 2020-03-31 | $253k | 1.6k | 160.94 |
| 2019-12-31 | $413k | 2.2k | 187.98 |
| 2019-09-30 | $378k | 2.2k | 172.05 |
| 2019-06-30 | $381k | 2.2k | 173.42 |
| 2019-03-31 | $343k | 2.2k | 156.12 |
| 2018-12-31 | $194k | 1.5k | 131.79 |
| 2018-09-30 | $221k | 1.5k | 150.14 |
| 2018-06-30 | $218k | 1.7k | 132.18 |
| 2018-03-31 | $197k | 1.7k | 119.49 |
| 2017-12-31 | $178k | 1.6k | 113.74 |
| 2017-09-30 | $165k | 1.6k | 105.43 |
| 2017-06-30 | $135k | 1.4k | 93.75 |
| 2017-03-31 | $128k | 1.4k | 88.89 |
| 2016-12-31 | $115k | 1.5k | 77.70 |