Benchmark Financial Wealth Advisors, LLC Visa Inc. Transaction History

Benchmark Financial Wealth Advisors, LLC

$299 Million
Q3 2024

A detailed history of Benchmark Financial Wealth Advisors, LLC transactions in Visa Inc. stock. As of the latest transaction made, Benchmark Financial Wealth Advisors, LLC holds 3,022 shares of V stock, worth $951,567. This represents 0.28% of its overall portfolio holdings.

Number of Shares

3,022

Previous 3,379 10.57%

Holding current value

$951,567

Previous $886,000 6.32%

% of portfolio

0.28%

Previous 0.33%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	SELL	$253.74 - $291.56 $90,585 - $104,086	-357 Reduced 10.57%	3,022 $830,000
Q2 2024 Jul 23, 2024	SELL	$262.47 - $281.5 $30,446 - $32,654	-116 Reduced 3.32%	3,379 $886,000
Q1 2024 Apr 22, 2024	SELL	$257.98 - $290.37 $25,540 - $28,746	-99 Reduced 2.75%	3,495 $975,000
Q4 2023 Jan 23, 2024	BUY	$228.81 - $262.38 $1,372 - $1,574	6 Added 0.17%	3,594 $935,000
Q3 2023 Oct 13, 2023	SELL	$229.5 - $248.11 $22,720 - $24,562	-99 Reduced 2.69%	3,588 $825,000
Q2 2023 Jul 25, 2023	BUY	$221.03 - $237.48 $41,111 - $44,171	186 Added 5.31%	3,687 $875,000
Q1 2023 Apr 28, 2023	BUY	$207.4 - $231.44 $15,969 - $17,820	77 Added 2.25%	3,501 $789,000
Q4 2022 Jan 23, 2023	BUY	$179.14 - $217.69 $118,053 - $143,457	659 Added 23.83%	3,424 $0
Q3 2022 Nov 01, 2022	SELL	$177.28 - $217.14 $19,146 - $23,451	-108 Reduced 3.76%	2,765 $491,000
Q2 2022 Jul 22, 2022	SELL	$189.05 - $227.74 $2,457 - $2,960	-13 Reduced 0.45%	2,873 $566,000
Q1 2022 Apr 22, 2022	SELL	$190.7 - $235.42 $45,768 - $56,500	-240 Reduced 7.68%	2,886 $640,000
Q4 2021 Jan 26, 2022	BUY	$190.16 - $233.88 $11,409 - $14,032	60 Added 1.96%	3,126 $677,000
Q3 2021 Oct 26, 2021	SELL	$220.05 - $250.93 $28,166 - $32,119	-128 Reduced 4.01%	3,066 $683,000
Q2 2021 Jul 26, 2021	BUY	$216.86 - $237.32 $23,637 - $25,867	109 Added 3.53%	3,194 $747,000
Q1 2021 Apr 26, 2021	SELL	$193.25 - $226.15 $111,891 - $130,940	-579 Reduced 15.8%	3,085 $653,000
Q4 2020 Jan 20, 2021	BUY	$180.87 - $218.73 $28,034 - $33,903	155 Added 4.42%	3,664 $801,000
Q3 2020 Oct 15, 2020	BUY	$189.02 - $216.48 $13,798 - $15,803	73 Added 2.12%	3,509 $702,000
Q2 2020 Jul 21, 2020	BUY	$151.85 - $200.48 $195,430 - $258,017	1,287 Added 59.89%	3,436 $664,000
Q1 2020 May 08, 2020	BUY	$135.74 - $213.31 $23,211 - $36,476	171 Added 8.65%	2,149 $346,000
Q4 2019 Jan 31, 2020	BUY	$169.83 - $189.39 $169 - $189	1 Added 0.05%	1,978 $372,000
Q3 2019 Nov 01, 2019	BUY	$168.86 - $185.74 $25,835 - $28,418	153 Added 8.39%	1,977 $340,000
Q2 2019 Jul 25, 2019	SELL	$157.26 - $173.85 $43,089 - $47,634	-274 Reduced 13.06%	1,824 $317,000
Q1 2019 Apr 24, 2019	BUY	$128.13 - $156.19 $27,035 - $32,956	211 Added 11.18%	2,098 $328,000
Q4 2018 Jan 30, 2019	BUY	$121.73 - $150.79 $229,704 - $284,540	1,887 New	1,887 $249,000

Others Institutions Holding V

# of Institutions

4,250

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 $515B
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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Benchmark Financial Wealth Advisors, LLC Visa Inc. Transaction History