Beam Wealth Advisors, Inc. Visa Inc. Transaction History

Beam Wealth Advisors, Inc.

$326 Million
Q3 2024

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 30, 2024	BUY	$257.98 - $290.37 $68,106 - $76,657	264 Added 18.86%	1,664 $464,000
Q4 2023 Jan 30, 2024	SELL	$228.81 - $262.38 $228 - $262	-1 Reduced 0.07%	1,400 $364,000
Q3 2023 Oct 26, 2023	BUY	$229.5 - $248.11 $5,508 - $5,954	24 Added 1.74%	1,401 $322,000
Q2 2023 Jul 26, 2023	SELL	$221.03 - $237.48 $23,208 - $24,935	-105 Reduced 7.09%	1,377 $327,000
Q1 2023 Apr 26, 2023	SELL	$207.4 - $231.44 $32,976 - $36,798	-159 Reduced 9.69%	1,482 $334,000
Q4 2022 Jan 20, 2023	SELL	$179.14 - $217.69 $7,165 - $8,707	-40 Reduced 2.38%	1,641 $0
Q3 2022 Oct 20, 2022	BUY	$177.28 - $217.14 $6,027 - $7,382	34 Added 2.06%	1,681 $299,000
Q2 2022 Aug 01, 2022	BUY	$189.05 - $227.74 $7,183 - $8,654	38 Added 2.36%	1,647 $324,000
Q1 2022 Apr 26, 2022	BUY	$190.7 - $235.42 $9,916 - $12,241	52 Added 3.34%	1,609 $357,000
Q4 2021 Jan 14, 2022	SELL	$190.16 - $233.88 $294,938 - $362,747	-1,551 Reduced 49.9%	1,557 $338,000
Q3 2021 Oct 14, 2021	BUY	$220.05 - $250.93 $38,728 - $44,163	176 Added 6.0%	3,108 $692,000
Q2 2021 Jul 13, 2021	BUY	$216.86 - $237.32 $83,274 - $91,130	384 Added 15.07%	2,932 $686,000
Q1 2021 May 17, 2021	SELL	$193.25 - $226.15 $3,671 - $4,296	-19 Reduced 0.74%	2,548 $539,000
Q4 2020 Jan 26, 2021	SELL	$180.87 - $218.73 $33,099 - $40,027	-183 Reduced 6.65%	2,567 $561,000
Q3 2020 Oct 07, 2020	BUY	$189.02 - $216.48 $18,145 - $20,782	96 Added 3.62%	2,750 $550,000
Q2 2020 Jul 07, 2020	BUY	$151.85 - $200.48 $7,896 - $10,424	52 Added 2.0%	2,654 $525,000
Q1 2020 Apr 08, 2020	SELL	$135.74 - $213.31 $18,596 - $29,223	-137 Reduced 5.0%	2,602 $419,000
Q4 2019 Feb 14, 2020	BUY	$169.83 - $189.39 $465,164 - $518,739	2,739 New	2,739 $515,000

Others Institutions Holding V

# of Institutions

4,245

Shares Held

1.45B

Call Options Held

13.4M

Put Options Held

12.1M

View Full List

About VISA INC.

Ticker V
Exchange NYSE
Sector Financial Services
Industry Credit Services
Shares Outstandng 1,635,010,048
Market Cap $507B
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

Portfolio Update

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

News

Stay updated on Beam Wealth Advisors, Inc. with notifications on news.

Account