A detailed history of Icon Wealth Advisors, LLC transactions in Visa Inc. stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 197,055 shares of V stock, worth $61 Million. This represents 1.59% of its overall portfolio holdings.

Number of Shares
197,055
Previous 31,480 525.97%
Holding current value
$61 Million
Previous $8.26 Million 555.77%
% of portfolio
1.59%
Previous 0.71%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$253.74 - $291.56 $42.1 Million - $48.4 Million
-166,054 Reduced 84.27%
31,001 $8.52 Million
Q3 2024

Nov 12, 2024

BUY
$253.74 - $291.56 $42 Million - $48.3 Million
165,575 Added 525.97%
197,055 $54.2 Million
Q2 2024

Aug 14, 2024

BUY
$262.47 - $281.5 $1.09 Million - $1.17 Million
4,169 Added 15.26%
31,480 $8.26 Million
Q1 2024

May 15, 2024

BUY
$257.98 - $290.37 $1.66 Million - $1.87 Million
6,440 Added 30.86%
27,311 $7.62 Million
Q4 2023

Feb 14, 2024

SELL
$228.81 - $262.38 $1.17 Million - $1.35 Million
-5,135 Reduced 19.75%
20,871 $5.43 Million
Q4 2022

Feb 14, 2023

SELL
$179.14 - $217.69 $1.11 Million - $1.35 Million
-6,186 Reduced 19.22%
26,006 $5.4 Million
Q3 2022

Jan 25, 2023

BUY
$177.28 - $217.14 $5.71 Million - $6.99 Million
32,192 New
32,192 $5.72 Million

Others Institutions Holding V

About VISA INC.


  • Ticker V
  • Exchange NYSE
  • Sector Financial Services
  • Industry Credit Services
  • Shares Outstandng 1,635,010,048
  • Market Cap $506B
  • Description
  • Visa Inc. operates as a payments technology company worldwide. The company facilitates digital payments among consumers, merchants, financial institutions, businesses, strategic partners, and government entities. It operates VisaNet, a transaction processing network that enables authorization, clearing, and settlement of payment transactions. In...
More about V
Track This Portfolio

Track Icon Wealth Advisors, LLC Portfolio

Follow Icon Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Icon Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Icon Wealth Advisors, LLC with notifications on news.