Visa shares owned by Lifeworks Advisors
Historical chart of Lifeworks Advisors investment in Visa
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All positions including Visa held by Lifeworks Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Visa by Lifeworks Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 3.6k | 341.42 |
| 2025-06-30 | $1.3M | 3.6k | 355.05 |
| 2025-03-31 | $1.4M | 3.9k | 350.50 |
| 2024-12-31 | $729k | 2.3k | 316.02 |
| 2024-09-30 | $588k | 2.1k | 274.95 |
| 2024-06-30 | $309k | 1.2k | 262.47 |
| 2024-03-31 | $349k | 1.3k | 279.08 |
| 2023-12-31 | $242k | 930 | 260.35 |
| 2023-09-30 | $200k | 870 | 230.01 |
| 2023-06-30 | $231k | 972 | 237.48 |
| 2023-03-31 | $222k | 983 | 225.46 |
| 2022-09-30 | $275k | 1.3k | 207.23 |
| 2022-06-30 | $272k | 1.4k | 196.67 |
| 2022-03-31 | $297k | 1.3k | 221.48 |
| 2021-12-31 | $387k | 1.8k | 216.44 |