A detailed history of Aevitas Wealth Management, Inc. transactions in Visa Inc. stock. As of the latest transaction made, Aevitas Wealth Management, Inc. holds 2,594 shares of V stock, worth $822,868. This represents 0.32% of its overall portfolio holdings.

Number of Shares
2,594
Previous 2,494 4.01%
Holding current value
$822,868
Previous $443,000 21.67%
% of portfolio
0.32%
Previous 0.33%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 24, 2023

BUY
$179.14 - $217.69 $17,914 - $21,769
100 Added 4.01%
2,594 $0
Q3 2022

Oct 24, 2022

SELL
$177.28 - $217.14 $16,132 - $19,759
-91 Reduced 3.52%
2,494 $443,000
Q2 2022

Jul 22, 2022

BUY
$189.05 - $227.74 $756 - $910
4 Added 0.15%
2,585 $509,000
Q1 2022

Apr 25, 2022

BUY
$190.7 - $235.42 $47,865 - $59,090
251 Added 10.77%
2,581 $572,000
Q4 2021

Jan 19, 2022

BUY
$190.16 - $233.88 $190 - $233
1 Added 0.04%
2,330 $505,000
Q2 2021

Jul 22, 2021

BUY
$216.86 - $237.32 $55,299 - $60,516
255 Added 12.3%
2,329 $544,000
Q1 2021

Apr 29, 2021

BUY
$193.25 - $226.15 $19,518 - $22,841
101 Added 5.12%
2,074 $439,000
Q2 2020

Jul 29, 2020

BUY
$151.85 - $200.48 $20,196 - $26,663
133 Added 7.23%
1,973 $381,000
Q1 2020

Apr 16, 2020

SELL
$135.74 - $213.31 $22,804 - $35,836
-168 Reduced 8.37%
1,840 $296,000
Q3 2019

Oct 21, 2019

SELL
$168.86 - $185.74 $26,342 - $28,975
-156 Reduced 7.21%
2,008 $345,000
Q2 2019

Jul 26, 2019

SELL
$157.26 - $173.85 $152,070 - $168,112
-967 Reduced 30.88%
2,164 $376,000
Q1 2019

May 09, 2019

SELL
$128.13 - $156.19 $22,294 - $27,177
-174 Reduced 5.26%
3,131 $489,000
Q3 2018

Nov 14, 2018

BUY
$131.45 - $150.09 $131 - $150
1 Added 0.03%
3,305 $496,000
Q1 2018

May 15, 2018

BUY
$113.86 - $126.32 $113 - $126
1 Added 0.03%
3,304 $395,000
Q4 2017

Feb 13, 2018

BUY
$105.31 - $114.35 $347,838 - $377,698
3,303
3,303 $377,000

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 $519B
  • 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 Aevitas Wealth Management, Inc. Portfolio

Follow Aevitas Wealth Management, Inc. 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 Aevitas Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Aevitas Wealth Management, Inc. with notifications on news.