Visa shares owned by LWM Advisory Services
Historical chart of LWM Advisory Services investment in Visa
Tip: Access up to 7 years of quarterly data
All positions including Visa held by LWM Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Visa by LWM Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $788k | 2.3k | 344.37 |
| 2025-06-30 | $819k | 2.3k | 355.19 |
| 2025-03-31 | $890k | 2.6k | 348.60 |
| 2024-12-31 | $834k | 2.6k | 315.30 |
| 2024-09-30 | $744k | 2.7k | 275.00 |
| 2024-06-30 | $459k | 1.8k | 262.52 |
| 2024-03-31 | $812k | 2.9k | 279.09 |
| 2023-12-31 | $776k | 3.0k | 260.35 |
| 2023-09-30 | $671k | 2.9k | 230.47 |
| 2023-06-30 | $682k | 2.9k | 237.06 |
| 2023-03-31 | $673k | 3.0k | 226.31 |
| 2022-12-31 | $617k | 2.9k | 214.10 |
| 2022-09-30 | $940k | 5.1k | 183.85 |
| 2022-06-30 | $938k | 4.7k | 197.81 |
| 2022-03-31 | $1.0M | 4.6k | 222.78 |
| 2021-12-31 | $1.0M | 4.7k | 216.65 |