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

4,249

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 $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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