A detailed history of Epic Trust Investment Advisors, LLC transactions in Visa Inc. stock. As of the latest transaction made, Epic Trust Investment Advisors, LLC holds 1,999 shares of V stock, worth $635,102. This represents 0.62% of its overall portfolio holdings.

Number of Shares
1,999
Previous 2,052 2.58%
Holding current value
$635,102
Previous $572,000 8.39%
% of portfolio
0.62%
Previous 0.74%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024

SELL
$262.47 - $281.5 $13,910 - $14,919
-53 Reduced 2.58%
1,999 $524,000
Q1 2024

Apr 19, 2024

BUY
$257.98 - $290.37 $21,412 - $24,100
83 Added 4.22%
2,052 $572,000
Q4 2023

Feb 05, 2024

SELL
$228.81 - $262.38 $44,160 - $50,639
-193 Reduced 8.93%
1,969 $512,000
Q3 2023

Oct 16, 2023

SELL
$229.5 - $248.11 $16,753 - $18,112
-73 Reduced 3.27%
2,162 $497,000
Q2 2023

Jul 24, 2023

SELL
$221.03 - $237.48 $204,673 - $219,906
-926 Reduced 29.29%
2,235 $530,000
Q1 2023

May 09, 2023

BUY
$207.4 - $231.44 $184,793 - $206,213
891 Added 39.25%
3,161 $712,000
Q4 2022

Feb 14, 2023

BUY
$179.14 - $217.69 $74,880 - $90,994
418 Added 22.57%
2,270 $472,000
Q3 2022

Nov 07, 2022

BUY
$177.28 - $217.14 $117,182 - $143,529
661 Added 55.5%
1,852 $329,000
Q2 2022

Aug 05, 2022

BUY
$189.05 - $227.74 $35,163 - $42,359
186 Added 18.51%
1,191 $235,000
Q1 2022

Apr 20, 2022

BUY
$190.7 - $235.42 $191,653 - $236,597
1,005 New
1,005 $223,000

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 $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...
More about V
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