Visa shares owned by Lyell Wealth Management
Historical chart of Lyell Wealth Management investment in Visa
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All positions including Visa held by Lyell Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Visa by Lyell Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $12M | 44k | 279.08 |
| 2023-12-31 | $11M | 43k | 260.35 |
| 2023-09-30 | $9.6M | 42k | 230.01 |
| 2023-06-30 | $9.8M | 41k | 237.48 |
| 2023-03-31 | $9.2M | 41k | 225.46 |
| 2022-12-31 | $8.5M | 41k | 207.76 |
| 2022-09-30 | $7.3M | 41k | 177.65 |
| 2022-06-30 | $8.1M | 41k | 196.90 |
| 2022-03-31 | $9.3M | 42k | 221.76 |
| 2021-12-31 | $9.7M | 45k | 216.72 |
| 2021-09-30 | $10M | 46k | 222.76 |
| 2021-06-30 | $11M | 45k | 233.83 |
| 2021-03-31 | $9.3M | 44k | 211.73 |
| 2020-12-31 | $9.1M | 42k | 218.73 |
| 2020-09-30 | $7.6M | 38k | 199.97 |
| 2020-06-30 | $7.2M | 37k | 193.18 |
| 2020-03-31 | $5.9M | 36k | 161.11 |
| 2019-12-31 | $6.5M | 34k | 187.90 |
| 2019-09-30 | $5.7M | 33k | 172.01 |
| 2019-06-30 | $5.6M | 32k | 173.56 |
| 2019-03-31 | $4.8M | 31k | 156.18 |
| 2018-12-31 | $3.7M | 28k | 131.95 |
| 2018-09-30 | $4.1M | 28k | 150.09 |
| 2018-06-30 | $3.6M | 27k | 132.46 |
| 2018-03-31 | $3.2M | 27k | 119.63 |
| 2017-12-31 | $2.8M | 25k | 114.02 |
| 2017-09-30 | $2.3M | 22k | 105.22 |
| 2017-06-30 | $1.2M | 13k | 93.75 |
| 2017-03-31 | $220k | 2.5k | 89.00 |