Visa shares owned by Legacy Wealth Planning
Historical chart of Legacy Wealth Planning investment in Visa
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All positions including Visa held by Legacy Wealth Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Visa by Legacy Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-09-30 | $363k | 2.0k | 177.77 |
| 2022-06-30 | $397k | 2.0k | 196.83 |
| 2022-03-31 | $362k | 1.6k | 221.81 |
| 2021-12-31 | $507k | 2.3k | 216.76 |
| 2021-09-30 | $468k | 2.1k | 222.75 |
| 2021-06-30 | $421k | 1.8k | 233.76 |
| 2021-03-31 | $381k | 1.8k | 211.55 |
| 2020-12-31 | $378k | 1.7k | 218.75 |
| 2020-09-30 | $341k | 1.7k | 200.23 |
| 2020-06-30 | $238k | 1.2k | 193.50 |