Visa shares owned by Lenox Wealth Management
Historical chart of Lenox Wealth Management investment in Visa
Tip: Access up to 7 years of quarterly data
All positions including Visa held by Lenox Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Visa by Lenox Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-06-30 | $123k | 638 | 192.79 |
| 2020-03-31 | $204k | 1.3k | 160.88 |
| 2019-12-31 | $210k | 1.1k | 187.67 |
| 2019-09-30 | $179k | 1.0k | 171.29 |
| 2019-06-30 | $166k | 958 | 173.28 |
| 2019-03-31 | $161k | 1.0k | 156.16 |
| 2018-12-31 | $101k | 767 | 131.68 |
| 2018-09-30 | $141k | 940 | 150.00 |
| 2018-06-30 | $130k | 984 | 132.11 |
| 2018-03-31 | $121k | 1.0k | 118.74 |
| 2017-12-31 | $110k | 967 | 113.75 |
| 2017-09-30 | $100k | 954 | 104.82 |
| 2017-06-30 | $88k | 935 | 94.12 |
| 2017-03-31 | $92k | 1.0k | 88.80 |
| 2016-12-31 | $148k | 1.9k | 78.27 |
| 2016-09-30 | $276k | 3.3k | 82.81 |
| 2016-06-30 | $234k | 3.2k | 74.26 |
| 2016-03-31 | $252k | 3.3k | 76.53 |
| 2015-12-31 | $266k | 3.4k | 77.42 |
| 2015-09-30 | $331k | 4.7k | 69.71 |
| 2015-06-30 | $245k | 3.7k | 65.51 |
| 2015-03-31 | $245k | 3.7k | 65.51 |
| 2014-12-31 | $213k | 997 | 213.64 |
| 2014-09-30 | $213k | 997 | 213.64 |
| 2014-06-30 | $210k | 995 | 211.06 |
| 2014-03-31 | $203k | 940 | 215.96 |
| 2013-12-31 | $345k | 1.5k | 222.72 |