A detailed history of Evercore Wealth Management, LLC transactions in Visa Inc. stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 38,308 shares of V stock, worth $12 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
38,308
Previous 39,582 3.22%
Holding current value
$12 Million
Previous $10.4 Million 1.38%
% of portfolio
0.16%
Previous 0.16%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$253.74 - $291.56 $323,264 - $371,447
-1,274 Reduced 3.22%
38,308 $10.5 Million
Q2 2024

Aug 14, 2024

SELL
$262.47 - $281.5 $188,190 - $201,835
-717 Reduced 1.78%
39,582 $10.4 Million
Q1 2024

May 15, 2024

SELL
$257.98 - $290.37 $540,210 - $608,034
-2,094 Reduced 4.94%
40,299 $11.2 Million
Q4 2023

Feb 14, 2024

SELL
$228.81 - $262.38 $194,488 - $223,023
-850 Reduced 1.97%
42,393 $11 Million
Q3 2023

Nov 14, 2023

SELL
$229.5 - $248.11 $572,143 - $618,538
-2,493 Reduced 5.45%
43,243 $9.95 Million
Q2 2023

Aug 04, 2023

SELL
$221.03 - $237.48 $143,890 - $154,599
-651 Reduced 1.4%
45,736 $10.9 Million
Q1 2023

May 15, 2023

SELL
$207.4 - $231.44 $78,189 - $87,252
-377 Reduced 0.81%
46,387 $10.5 Million
Q4 2022

Feb 14, 2023

BUY
$179.14 - $217.69 $237,002 - $288,003
1,323 Added 2.91%
46,764 $9.72 Million
Q3 2022

Nov 14, 2022

SELL
$177.28 - $217.14 $135,796 - $166,329
-766 Reduced 1.66%
45,441 $8.07 Million
Q2 2022

Aug 15, 2022

SELL
$189.05 - $227.74 $7,372 - $8,881
-39 Reduced 0.08%
46,207 $9.1 Million
Q1 2022

May 16, 2022

BUY
$190.7 - $235.42 $2.11 Million - $2.6 Million
11,053 Added 31.41%
46,246 $10.3 Million
Q4 2021

Feb 14, 2022

SELL
$190.16 - $233.88 $89,945 - $110,625
-473 Reduced 1.33%
35,193 $7.63 Million
Q3 2021

Nov 15, 2021

SELL
$220.05 - $250.93 $292,446 - $333,485
-1,329 Reduced 3.59%
35,666 $7.94 Million
Q2 2021

Aug 16, 2021

SELL
$216.86 - $237.32 $48,359 - $52,922
-223 Reduced 0.6%
36,995 $8.65 Million
Q1 2021

May 17, 2021

SELL
$193.25 - $226.15 $88,701 - $103,802
-459 Reduced 1.22%
37,218 $7.88 Million
Q4 2020

Feb 16, 2021

BUY
$180.87 - $218.73 $688,029 - $832,048
3,804 Added 11.23%
37,677 $8.24 Million
Q3 2020

Nov 16, 2020

BUY
$189.02 - $216.48 $146,679 - $167,988
776 Added 2.34%
33,873 $6.77 Million
Q2 2020

Aug 13, 2020

BUY
$151.85 - $200.48 $440,668 - $581,792
2,902 Added 9.61%
33,097 $6.39 Million
Q1 2020

May 14, 2020

BUY
$135.74 - $213.31 $150,535 - $236,560
1,109 Added 3.81%
30,195 $4.87 Million
Q4 2019

Feb 13, 2020

BUY
$169.83 - $189.39 $255,254 - $284,653
1,503 Added 5.45%
29,086 $5.47 Million
Q3 2019

Nov 14, 2019

BUY
$168.86 - $185.74 $204,658 - $225,116
1,212 Added 4.6%
27,583 $4.75 Million
Q2 2019

Aug 13, 2019

BUY
$157.26 - $173.85 $329,931 - $364,737
2,098 Added 8.64%
26,371 $4.58 Million
Q1 2019

May 14, 2019

BUY
$128.13 - $156.19 $651,156 - $793,757
5,082 Added 26.48%
24,273 $3.79 Million
Q4 2018

Feb 13, 2019

BUY
$121.73 - $150.79 $271,214 - $335,960
2,228 Added 13.13%
19,191 $2.53 Million
Q3 2018

Nov 13, 2018

BUY
$131.45 - $150.09 $57,575 - $65,739
438 Added 2.65%
16,963 $2.55 Million
Q2 2018

Aug 14, 2018

SELL
$117.7 - $136.28 $7,415 - $8,585
-63 Reduced 0.38%
16,525 $2.19 Million
Q1 2018

May 15, 2018

SELL
$113.86 - $126.32 $9,905 - $10,989
-87 Reduced 0.52%
16,588 $1.98 Million
Q4 2017

Feb 13, 2018

BUY
$105.31 - $114.35 $74,243 - $80,616
705 Added 4.41%
16,675 $1.9 Million
Q3 2017

Nov 13, 2017

BUY
$99.49 - $106.21 $1.59 Million - $1.7 Million
15,970
15,970 $1.68 Million

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 $512B
  • 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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