A detailed history of Avitas Wealth Management LLC transactions in Visa Inc. stock. As of the latest transaction made, Avitas Wealth Management LLC holds 20,020 shares of V stock, worth $6.36 Million. This represents 0.79% of its overall portfolio holdings.

Number of Shares
20,020
Previous 20,388 1.8%
Holding current value
$6.36 Million
Previous $5.35 Million 2.86%
% of portfolio
0.79%
Previous 0.79%

Shares

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

Oct 25, 2024

SELL
$253.74 - $291.56 $93,376 - $107,294
-368 Reduced 1.8%
20,020 $5.5 Million
Q2 2024

Jul 24, 2024

SELL
$262.47 - $281.5 $101,050 - $108,377
-385 Reduced 1.85%
20,388 $5.35 Million
Q1 2024

Apr 24, 2024

BUY
$257.98 - $290.37 $18,574 - $20,906
72 Added 0.35%
20,773 $5.8 Million
Q4 2023

Jan 24, 2024

BUY
$228.81 - $262.38 $83,744 - $96,031
366 Added 1.8%
20,701 $5.39 Million
Q3 2023

Nov 02, 2023

SELL
$229.5 - $248.11 $62,653 - $67,734
-273 Reduced 1.32%
20,335 $4.68 Million
Q2 2023

Jul 18, 2023

BUY
$221.03 - $237.48 $663 - $712
3 Added 0.01%
20,608 $4.89 Million
Q1 2023

May 15, 2023

SELL
$207.4 - $231.44 $625,311 - $697,791
-3,015 Reduced 12.76%
20,605 $4.65 Million
Q4 2022

Jan 10, 2023

SELL
$179.14 - $217.69 $15,764 - $19,156
-88 Reduced 0.37%
23,620 $0
Q3 2022

Oct 27, 2022

BUY
$177.28 - $217.14 $2.19 Million - $2.68 Million
12,332 Added 108.4%
23,708 $4.21 Million
Q2 2022

Jul 29, 2022

SELL
$189.05 - $227.74 $4.9 Million - $5.9 Million
-25,915 Reduced 69.49%
11,376 $2.24 Million
Q1 2022

Apr 28, 2022

BUY
$190.7 - $235.42 $4.12 Million - $5.08 Million
21,580 Added 137.36%
37,291 $8.27 Million
Q4 2021

Jan 26, 2022

BUY
$190.16 - $233.88 $930,833 - $1.14 Million
4,895 Added 45.26%
15,711 $3.41 Million
Q3 2021

Oct 28, 2021

SELL
$220.05 - $250.93 $19,584 - $22,332
-89 Reduced 0.82%
10,816 $2.41 Million
Q2 2021

Jul 12, 2021

BUY
$216.86 - $237.32 $87,394 - $95,639
403 Added 3.84%
10,905 $2.55 Million
Q1 2021

May 13, 2021

BUY
$193.25 - $226.15 $781,116 - $914,098
4,042 Added 62.57%
10,502 $2.22 Million
Q4 2020

Feb 26, 2021

BUY
$180.87 - $218.73 $36,354 - $43,964
201 Added 3.21%
6,460 $1.41 Million
Q3 2020

Oct 06, 2020

BUY
$189.02 - $216.48 $47,444 - $54,336
251 Added 4.18%
6,259 $1.25 Million
Q2 2020

Jul 30, 2020

SELL
$151.85 - $200.48 $7,288 - $9,623
-48 Reduced 0.79%
6,008 $1.16 Million
Q1 2020

May 13, 2020

SELL
$135.74 - $213.31 $470,339 - $739,119
-3,465 Reduced 36.39%
6,056 $976,000
Q4 2019

Feb 13, 2020

SELL
$169.83 - $189.39 $264,425 - $294,880
-1,557 Reduced 14.05%
9,521 $1.79 Million
Q3 2019

Oct 18, 2019

BUY
$168.86 - $185.74 $6,923 - $7,615
41 Added 0.37%
11,078 $1.91 Million
Q2 2019

Jul 23, 2019

SELL
$157.26 - $173.85 $43,875 - $48,504
-279 Reduced 2.47%
11,037 $1.92 Million
Q1 2019

May 01, 2019

SELL
$128.13 - $156.19 $89,434 - $109,020
-698 Reduced 5.81%
11,316 $1.77 Million
Q4 2018

Feb 08, 2019

SELL
$121.73 - $150.79 $3,530 - $4,372
-29 Reduced 0.24%
12,014 $1.59 Million
Q3 2018

Dec 19, 2018

SELL
$131.45 - $150.09 $21,032 - $24,014
-160 Reduced 1.31%
12,043 $1.81 Million
Q3 2018

Nov 13, 2018

BUY
$131.45 - $150.09 $158,265 - $180,708
1,204 Added 10.95%
12,203 $1.83 Million
Q2 2018

Aug 13, 2018

BUY
$117.7 - $136.28 $1.29 Million - $1.5 Million
10,999 New
10,999 $1.46 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 $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
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