A detailed history of Halbert Hargrove Global Advisors, LLC transactions in Visa Inc. stock. As of the latest transaction made, Halbert Hargrove Global Advisors, LLC holds 1,130 shares of V stock, worth $303,099. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,130
Previous 795 42.14%
Holding current value
$303,099
Previous $206,000 52.91%
% of portfolio
0.02%
Previous 0.01%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 17, 2024

BUY
$257.98 - $290.37 $86,423 - $97,273
335 Added 42.14%
1,130 $315,000
Q4 2023

Jan 23, 2024

SELL
$228.81 - $262.38 $189,912 - $217,775
-830 Reduced 51.08%
795 $206,000
Q3 2023

Oct 13, 2023

SELL
$229.5 - $248.11 $7,344 - $7,939
-32 Reduced 1.93%
1,625 $373,000
Q2 2023

Aug 14, 2023

SELL
$221.03 - $237.48 $904,454 - $971,768
-4,092 Reduced 71.18%
1,657 $393,000
Q1 2023

Apr 25, 2023

BUY
$207.4 - $231.44 $59,109 - $65,960
285 Added 5.22%
5,749 $1.3 Million
Q4 2022

Jan 25, 2023

SELL
$179.14 - $217.69 $50,159 - $60,953
-280 Reduced 4.87%
5,464 $0
Q3 2022

Oct 24, 2022

SELL
$177.28 - $217.14 $14,005 - $17,154
-79 Reduced 1.36%
5,744 $1.02 Million
Q2 2022

Aug 05, 2022

BUY
$189.05 - $227.74 $4,915 - $5,921
26 Added 0.45%
5,823 $1.15 Million
Q1 2022

May 13, 2022

BUY
$190.7 - $235.42 $71,893 - $88,753
377 Added 6.96%
5,797 $1.29 Million
Q4 2021

Feb 14, 2022

SELL
$190.16 - $233.88 $49,251 - $60,574
-259 Reduced 4.56%
5,420 $1.17 Million
Q3 2021

Oct 29, 2021

BUY
$220.05 - $250.93 $9,242 - $10,539
42 Added 0.75%
5,679 $1.27 Million
Q2 2021

Jul 29, 2021

BUY
$216.86 - $237.32 $161,994 - $177,278
747 Added 15.28%
5,637 $1.32 Million
Q1 2021

May 06, 2021

BUY
$193.25 - $226.15 $3,478 - $4,070
18 Added 0.37%
4,890 $1.04 Million
Q4 2020

Feb 04, 2021

BUY
$180.87 - $218.73 $109,607 - $132,550
606 Added 14.21%
4,872 $1.07 Million
Q3 2020

Nov 10, 2020

BUY
$189.02 - $216.48 $207,165 - $237,262
1,096 Added 34.57%
4,266 $853,000
Q2 2020

Aug 10, 2020

BUY
$151.85 - $200.48 $14,577 - $19,246
96 Added 3.12%
3,170 $612,000
Q1 2020

May 01, 2020

SELL
$135.74 - $213.31 $15,474 - $24,317
-114 Reduced 3.58%
3,074 $495,000
Q4 2019

Feb 12, 2020

SELL
$169.83 - $189.39 $45,174 - $50,377
-266 Reduced 7.7%
3,188 $599,000
Q3 2019

Nov 12, 2019

SELL
$168.86 - $185.74 $11,989 - $13,187
-71 Reduced 2.01%
3,454 $594,000
Q2 2019

Jul 26, 2019

SELL
$157.26 - $173.85 $4,717 - $5,215
-30 Reduced 0.84%
3,525 $612,000
Q1 2019

May 13, 2019

SELL
$128.13 - $156.19 $8,969 - $10,933
-70 Reduced 1.93%
3,555 $555,000
Q4 2018

Feb 11, 2019

SELL
$121.73 - $150.79 $14,972 - $18,547
-123 Reduced 3.28%
3,625 $478,000
Q3 2018

Oct 31, 2018

SELL
$131.45 - $150.09 $17,351 - $19,811
-132 Reduced 3.4%
3,748 $563,000
Q2 2018

Aug 10, 2018

SELL
$117.7 - $136.28 $9,298 - $10,766
-79 Reduced 2.0%
3,880 $514,000
Q1 2018

May 01, 2018

BUY
$113.86 - $126.32 $58,182 - $64,549
511 Added 14.82%
3,959 $474,000
Q4 2017

Feb 01, 2018

SELL
$105.31 - $114.35 $21,062 - $22,870
-200 Reduced 5.48%
3,448 $393,000
Q3 2017

Nov 02, 2017

BUY
$99.49 - $106.21 $362,939 - $387,454
3,648
3,648 $384,000

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 $439B
  • 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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