A detailed history of Bms Financial Advisors, LLC transactions in Visa Inc. stock. As of the latest transaction made, Bms Financial Advisors, LLC holds 2,265 shares of V stock, worth $701,923. This represents 0.36% of its overall portfolio holdings.

Number of Shares
2,265
Previous 3,065 26.1%
Holding current value
$701,923
Previous $691,000 22.29%
% of portfolio
0.36%
Previous 0.48%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 31, 2023

SELL
$221.03 - $237.48 $176,824 - $189,984
-800 Reduced 26.1%
2,265 $537,000
Q1 2023

Apr 10, 2023

BUY
$207.4 - $231.44 $10,370 - $11,572
50 Added 1.66%
3,065 $691,000
Q4 2022

Jan 19, 2023

SELL
$179.14 - $217.69 $10,390 - $12,626
-58 Reduced 1.89%
3,015 $0
Q3 2022

Oct 17, 2022

SELL
$177.28 - $217.14 $74,103 - $90,764
-418 Reduced 11.97%
3,073 $546,000
Q2 2022

Jul 11, 2022

BUY
$189.05 - $227.74 $42,725 - $51,469
226 Added 6.92%
3,491 $687,000
Q1 2022

May 11, 2022

BUY
$190.7 - $235.42 $52,251 - $64,505
274 Added 9.16%
3,265 $724,000
Q4 2021

May 11, 2022

BUY
$190.16 - $233.88 $568,768 - $699,535
2,991 New
2,991 $648,000

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 $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
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