Curi Wealth Management, LLC Visa Inc. Transaction History

Curi Wealth Management, LLC

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 08, 2024	SELL	$228.81 - $262.38 $1.34 Million - $1.54 Million	-5,872 Reduced 10.72%	48,902 $12.7 Million
Q3 2023 Nov 06, 2023	BUY	$229.5 - $248.11 $304,546 - $329,241	1,327 Added 2.48%	54,774 $12.6 Million
Q2 2023 Jul 31, 2023	SELL	$221.03 - $237.48 $761,448 - $818,118	-3,445 Reduced 6.06%	53,447 $12.7 Million
Q1 2023 May 03, 2023	SELL	$207.4 - $231.44 $1.44 Million - $1.61 Million	-6,948 Reduced 10.88%	56,892 $12.8 Million
Q4 2022 Feb 03, 2023	SELL	$179.14 - $217.69 $406,826 - $494,373	-2,271 Reduced 3.44%	63,840 $13.3 Million
Q3 2022 Nov 08, 2022	BUY	$177.28 - $217.14 $748,653 - $916,982	4,223 Added 6.82%	66,111 $11.7 Million
Q2 2022 Aug 08, 2022	SELL	$189.05 - $227.74 $5,860 - $7,059	-31 Reduced 0.05%	61,888 $12.2 Million
Q1 2022 May 06, 2022	BUY	$190.7 - $235.42 $46,912 - $57,913	246 Added 0.4%	61,919 $13.7 Million
Q4 2021 Feb 09, 2022	BUY	$190.16 - $233.88 $11.1 Million - $13.7 Million	58,402 Added 1785.45%	61,673 $13.4 Million
Q3 2021 Oct 19, 2021	SELL	$220.05 - $250.93 $13,863 - $15,808	-63 Reduced 1.89%	3,271 $728,000
Q2 2021 Jul 23, 2021	BUY	$216.86 - $237.32 $35,348 - $38,683	163 Added 5.14%	3,334 $779,000
Q1 2021 Apr 29, 2021	BUY	$193.25 - $226.15 $4,251 - $4,975	22 Added 0.7%	3,171 $671,000
Q4 2020 Mar 19, 2021	BUY	$180.87 - $218.73 $569,559 - $688,780	3,149 New	3,149 $688,000

4,249

1.45B

13.4M

12.1M

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...

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