Visa shares owned by Legacy Wealth Management, LLC / MS
Quarter-by-quarter ownership of Visa (V) shares owned by Legacy Wealth Management, LLC / MS
from 13F filings
Historical chart of Legacy Wealth Management, LLC / MS investment in Visa
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Quarterly reported holdings in Visa by Legacy Wealth Management, LLC / MS
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.2M | 18k | 341.38 |
| 2025-06-30 | $7.3M | 21k | 355.05 |
| 2025-03-31 | $8.2M | 23k | 350.46 |
| 2024-12-31 | $8.1M | 26k | 316.04 |
| 2024-09-30 | $7.5M | 27k | 274.95 |
| 2024-06-30 | $7.0M | 27k | 262.47 |
| 2024-03-31 | $7.5M | 27k | 279.08 |
| 2023-12-31 | $7.1M | 27k | 260.35 |
| 2023-09-30 | $6.3M | 28k | 230.01 |
| 2023-06-30 | $6.6M | 28k | 237.48 |
| 2023-03-31 | $6.3M | 28k | 225.46 |
| 2022-12-31 | $5.8M | 28k | 207.76 |
| 2022-09-30 | $5.0M | 28k | 177.65 |
| 2022-06-30 | $5.6M | 29k | 196.89 |
| 2022-03-31 | $6.3M | 28k | 221.77 |
| 2021-12-31 | $4.6M | 21k | 216.71 |
| 2021-09-30 | $4.8M | 21k | 222.75 |
| 2021-06-30 | $5.0M | 21k | 233.82 |
| 2021-03-31 | $4.5M | 21k | 211.73 |
| 2020-12-31 | $4.6M | 21k | 218.73 |
| 2020-09-30 | $4.1M | 21k | 199.97 |
| 2020-06-30 | $4.0M | 21k | 193.17 |
| 2020-03-31 | $3.2M | 20k | 161.12 |
| 2019-12-31 | $3.2M | 17k | 187.90 |
More positions owned by Legacy Wealth Management, LLC / MS
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