Ep Wealth Advisors, LLC Visa Inc. Transaction History

Ep Wealth Advisors, LLC

$12 Billion
Q1 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Visa Inc. stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 246,003 shares of V stock, worth $83.3 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares

246,003

Previous 230,691 6.64%

Holding current value

$83.3 Million

Previous $72.9 Million 18.25%

% of portfolio

0.72%

Previous 0.62%

33 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$306.92 - $362.71 $4.7 Million - $5.55 Million	15,312 Added 6.64%	246,003 $86.2 Million
Q4 2024 Feb 13, 2025	SELL	$273.87 - $320.91 $4.25 Million - $4.98 Million	-15,526 Reduced 6.31%	230,691 $72.9 Million
Q3 2024 Nov 14, 2024	BUY	$253.74 - $291.56 $4.4 Million - $5.06 Million	17,347 Added 7.58%	246,217 $67.7 Million
Q2 2024 Aug 19, 2024	BUY	$262.47 - $281.5 $4.57 Million - $4.9 Million	17,395 Added 8.23%	228,870 $60.1 Million
Q1 2024 May 14, 2024	BUY	$257.98 - $290.37 $330,214 - $371,673	1,280 Added 0.61%	211,475 $59 Million
Q4 2023 Feb 28, 2024	SELL	$228.81 - $262.38 $49,651 - $56,936	-217 Reduced 0.1%	210,195 $54.7 Million
Q3 2023 Nov 22, 2023	BUY	$229.5 - $248.11 $31.7 Million - $34.2 Million	137,947 Added 190.36%	210,412 $48.4 Million
Q2 2023 Aug 14, 2023	SELL	$221.03 - $237.48 $7.04 Million - $7.56 Million	-31,844 Reduced 30.53%	72,465 $17.2 Million
Q1 2023 Jun 05, 2023	SELL	$207.4 - $231.44 $31.8 Million - $35.5 Million	-153,172 Reduced 59.49%	104,309 $23.5 Million
Q4 2022 Jun 12, 2023	BUY	$179.14 - $217.69 $31.8 Million - $38.6 Million	177,238 Added 169.92%	281,547 $58.5 Million
Q3 2022 Dec 02, 2022	BUY	$177.28 - $217.14 $3.72 Million - $4.55 Million	20,961 Added 8.86%	257,481 $45.7 Million
Q2 2022 Aug 11, 2022	BUY	$189.05 - $227.74 $2.65 Million - $3.19 Million	14,005 Added 6.29%	236,520 $46.6 Million
Q1 2022 May 20, 2022	BUY	$190.7 - $235.42 $2.55 Million - $3.14 Million	13,353 Added 6.38%	222,515 $49.3 Million
Q4 2021 Feb 17, 2022	BUY	$190.16 - $233.88 $2.02 Million - $2.48 Million	10,599 Added 5.34%	209,162 $45.3 Million
Q3 2021 Nov 23, 2021	BUY	$220.05 - $250.93 $37.1 Million - $42.3 Million	168,405 Added 558.41%	198,563 $44.2 Million
Q3 2021 Nov 16, 2021	SELL	$220.05 - $250.93 $35 Million - $39.9 Million	-158,876 Reduced 84.05%	30,158 $44.2 Million
Q2 2021 Aug 24, 2021	BUY	$216.86 - $237.32 $2.75 Million - $3.01 Million	12,695 Added 7.2%	189,034 $44.2 Million
Q1 2021 May 17, 2021	BUY	$193.25 - $226.15 $4.77 Million - $5.58 Million	24,661 Added 16.26%	176,339 $37.3 Million
Q4 2020 Feb 18, 2021	BUY	$180.87 - $218.73 $1.51 Million - $1.83 Million	8,351 Added 5.83%	151,678 $33.2 Million
Q3 2020 Nov 17, 2020	BUY	$189.02 - $216.48 $577,834 - $661,779	3,057 Added 2.18%	143,327 $28.7 Million
Q2 2020 Aug 14, 2020	BUY	$151.85 - $200.48 $344,395 - $454,688	2,268 Added 1.64%	140,270 $27.1 Million
Q1 2020 May 18, 2020	SELL	$135.74 - $213.31 $49,137 - $77,218	-362 Reduced 0.26%	138,002 $22.2 Million
Q4 2019 Feb 14, 2020	BUY	$169.83 - $189.39 $214,155 - $238,820	1,261 Added 0.92%	138,364 $26 Million
Q3 2019 Nov 18, 2019	SELL	$168.86 - $185.74 $583,917 - $642,288	-3,458 Reduced 2.46%	137,103 $23.6 Million
Q2 2019 Aug 27, 2019	SELL	$157.26 - $173.85 $855,808 - $946,091	-5,442 Reduced 3.73%	140,561 $24.4 Million
Q1 2019 May 20, 2019	SELL	$128.13 - $156.19 $367,861 - $448,421	-2,871 Reduced 1.93%	146,003 $22.8 Million
Q4 2018 Feb 19, 2019	BUY	$121.73 - $150.79 $1.22 Million - $1.51 Million	10,028 Added 7.22%	148,874 $19.6 Million
Q3 2018 Nov 15, 2018	SELL	$131.45 - $150.09 $151,956 - $173,504	-1,156 Reduced 0.83%	138,846 $20.8 Million
Q2 2018 Aug 14, 2018	SELL	$117.7 - $136.28 $697,607 - $807,731	-5,927 Reduced 4.06%	140,002 $18.5 Million
Q1 2018 May 15, 2018	SELL	$113.86 - $126.32 $98,830 - $109,645	-868 Reduced 0.59%	145,929 $17.5 Million
Q4 2017 Feb 15, 2018	BUY	$105.31 - $114.35 $300,238 - $326,011	2,851 Added 1.98%	146,797 $16.7 Million
Q3 2017 Nov 15, 2017	BUY	$99.49 - $106.21 $99,887 - $106,634	1,004 Added 0.7%	143,946 $15.1 Million
Q2 2017 Aug 17, 2017	BUY	N/A	142,942	142,942 $13.4 Million

Others Institutions Holding V

# of Institutions

4,764

Shares Held

1.47B

Call Options Held

14M

Put Options Held

18.2M

View Full List

About VISA INC.

Ticker V
Exchange NYSE
Sector Financial Services
Industry Credit Services
Shares Outstandng 1,635,010,048
Market Cap $554B
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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Ep Wealth Advisors, LLC Visa Inc. Transaction History