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Visa shares owned by Lord & Richards Wealth Management

Quarter-by-quarter ownership of Visa (V) shares owned by Lord & Richards Wealth Management from 13F filings

Historical chart of Lord & Richards Wealth Management investment in Visa

Tip: Access up to 7 years of quarterly data

All positions including Visa held by Lord & Richards Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Visa by Lord & Richards Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.1M 6.1k 341.38
2025-06-30 $1.7M 4.8k 355.05
2025-03-31 $1.5M 4.3k 350.46
2024-12-31 $611k 1.9k 316.04