A detailed history of Canvas Wealth Advisors, LLC transactions in Visa Inc. stock. As of the latest transaction made, Canvas Wealth Advisors, LLC holds 2,064 shares of V stock, worth $558,023. This represents 0.19% of its overall portfolio holdings.

Number of Shares
2,064
Previous 1,452 42.15%
Holding current value
$558,023
Previous $378,000 52.38%
% of portfolio
0.19%
Previous 0.14%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024

BUY
$257.98 - $290.37 $157,883 - $177,706
612 Added 42.15%
2,064 $576,000
Q4 2023

Jan 17, 2024

SELL
$228.81 - $262.38 $10,754 - $12,331
-47 Reduced 3.14%
1,452 $378,000
Q3 2023

Oct 24, 2023

SELL
$229.5 - $248.11 $13,081 - $14,142
-57 Reduced 3.66%
1,499 $344,000
Q2 2023

Jul 25, 2023

SELL
$221.03 - $237.48 $119,798 - $128,714
-542 Reduced 25.83%
1,556 $369,000
Q1 2023

Apr 28, 2023

SELL
$207.4 - $231.44 $32,561 - $36,336
-157 Reduced 6.96%
2,098 $473,000
Q4 2022

Jan 23, 2023

BUY
$179.14 - $217.69 $90,644 - $110,151
506 Added 28.93%
2,255 $0
Q3 2022

Oct 28, 2022

BUY
$177.28 - $217.14 $1,772 - $2,171
10 Added 0.58%
1,749 $356,000
Q2 2022

Jul 25, 2022

BUY
$189.05 - $227.74 $62,197 - $74,926
329 Added 23.33%
1,739 $342,000
Q1 2022

May 09, 2022

SELL
$190.7 - $235.42 $83,717 - $103,349
-439 Reduced 23.74%
1,410 $294,000
Q4 2021

Jan 19, 2022

BUY
$190.16 - $233.88 $55,146 - $67,825
290 Added 18.6%
1,849 $401,000
Q3 2021

Oct 15, 2021

BUY
$220.05 - $250.93 $343,057 - $391,199
1,559 New
1,559 $347,000

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 $442B
  • 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

Track Canvas Wealth Advisors, LLC Portfolio

Follow Canvas Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Canvas Wealth Advisors, LLC with notifications on news.