Ownership history in LYELL WEALTH MANAGEMENT, LP · 36 quarters on record
This page tracks every 13F SEC filing in which LYELL WEALTH MANAGEMENT, LP reported a position in Visa Inc (V). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 54,369 | +1,322 | +2.5% | 1.38% | $19.1M | $349.99 |
| 2025 Q3 | ADDED | 53,047 | +773 | +1.5% | 1.35% | $18.1M | $340.00 |
| 2025 Q2 | ADDED | 52,274 | +3,586 | +7.4% | 1.47% | $18.6M | $353.00 |
| 2025 Q1 | ADDED | 48,688 | +351 | +0.7% | 1.59% | $17.1M | $347.86 |
| 2024 Q4 | ADDED | 48,337 | +263 | +0.5% | 1.37% | $15.3M | $313.17 |
| 2024 Q3 | ADDED | 48,074 | +2,192 | +4.8% | 1.20% | $13.2M | $271.93 |
| 2024 Q2 | ADDED | 45,882 | +2,204 | +5.0% | 1.15% | $12.0M | $259.07 |
| 2024 Q1 | ADDED | 43,678 | +706 | +1.6% | 1.24% | $12.2M | $274.96 |
| 2023 Q4 | ADDED | 42,972 | +1,326 | +3.2% | 1.27% | $11.2M | $256.02 |
| 2023 Q3 | ADDED | 41,646 | +512 | +1.2% | 1.29% | $9.6M | $225.71 |
As of 2025 Q4 — sorted by position size