Visa shares owned by Liberty Wealth Management
Historical chart of Liberty Wealth Management investment in Visa
Tip: Access up to 7 years of quarterly data
All positions including Visa held by Liberty Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Visa by Liberty Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $5.3M | 19k | 279.39 |
2023-09-30 | $740k | 3.2k | 229.89 |
2023-06-30 | $818k | 3.4k | 237.48 |
2023-03-31 | $815k | 3.6k | 225.29 |
2022-09-30 | $652k | 3.7k | 177.66 |
2022-06-30 | $646k | 3.3k | 196.83 |
2022-03-31 | $686k | 3.1k | 222.58 |
2021-12-31 | $662k | 3.1k | 216.48 |
2021-09-30 | $804k | 3.6k | 222.87 |
2021-06-30 | $711k | 3.0k | 233.96 |
2021-03-31 | $611k | 3.1k | 198.25 |
2020-12-31 | $611k | 3.1k | 198.25 |
2020-09-30 | $626k | 3.1k | 200.06 |
2020-06-30 | $268k | 1.4k | 193.22 |
2020-03-31 | $170k | 1.1k | 161.14 |
2019-12-31 | $203k | 1.1k | 187.96 |
2019-09-30 | $184k | 1.1k | 171.80 |
2019-06-30 | $685k | 3.9k | 173.51 |
2019-03-31 | $191k | 1.2k | 155.79 |
2018-12-31 | $152k | 1.2k | 131.26 |