A detailed history of Ever Source Wealth Advisors, LLC transactions in Visa Inc. stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 15,300 shares of V stock, worth $4.72 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
15,300
Previous 15,630 2.11%
Holding current value
$4.72 Million
Previous $4.1 Million 2.54%
% of portfolio
0.28%
Previous 0.27%

Shares

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

Nov 08, 2024

SELL
$253.74 - $291.56 $83,734 - $96,214
-330 Reduced 2.11%
15,300 $4.21 Million
Q2 2024

Aug 13, 2024

BUY
$262.47 - $281.5 $861,951 - $924,446
3,284 Added 26.6%
15,630 $4.1 Million
Q1 2024

Jun 11, 2024

BUY
$257.98 - $290.37 $17,284 - $19,454
67 Added 0.55%
12,346 $3.45 Million
Q4 2023

Feb 09, 2024

BUY
$228.81 - $262.38 $168,404 - $193,111
736 Added 6.38%
12,279 $3.2 Million
Q3 2023

Nov 03, 2023

SELL
$229.5 - $248.11 $9,409 - $10,172
-41 Reduced 0.35%
11,543 $2.66 Million
Q2 2023

Aug 04, 2023

BUY
$221.03 - $237.48 $164,225 - $176,447
743 Added 6.85%
11,584 $2.75 Million
Q1 2023

May 11, 2023

SELL
$207.4 - $231.44 $41,480 - $46,288
-200 Reduced 1.81%
10,841 $2.44 Million
Q4 2022

Feb 09, 2023

BUY
$179.14 - $217.69 $474,900 - $577,096
2,651 Added 31.6%
11,041 $2.29 Million
Q3 2022

Nov 07, 2022

SELL
$177.28 - $217.14 $134,023 - $164,157
-756 Reduced 8.27%
8,390 $1.49 Million
Q2 2022

Aug 01, 2022

BUY
$189.05 - $227.74 $279,226 - $336,371
1,477 Added 19.26%
9,146 $1.8 Million
Q1 2022

May 25, 2022

BUY
$190.7 - $235.42 $456,154 - $563,124
2,392 Added 45.33%
7,669 $1.7 Million
Q4 2021

Feb 17, 2022

BUY
$190.16 - $233.88 $190 - $233
1 Added 0.02%
5,277 $1.14 Million
Q4 2021

Feb 07, 2022

BUY
$190.16 - $233.88 $1 Million - $1.23 Million
5,276 New
5,276 $1.14 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 $504B
  • 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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