A detailed history of Heartwood Wealth Advisors LLC transactions in Visa Inc. stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 3,534 shares of V stock, worth $1.1 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
3,534
Previous 3,851 8.23%
Holding current value
$1.1 Million
Previous $1.01 Million 3.86%
% of portfolio
0.11%
Previous 0.12%

Shares

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

Oct 07, 2024

SELL
$253.74 - $291.56 $80,435 - $92,424
-317 Reduced 8.23%
3,534 $971,000
Q2 2024

Jul 09, 2024

BUY
$262.47 - $281.5 $369,820 - $396,633
1,409 Added 57.7%
3,851 $1.01 Million
Q4 2023

Jan 17, 2024

SELL
$228.81 - $262.38 $55,600 - $63,758
-243 Reduced 9.05%
2,442 $635,000
Q3 2023

Oct 17, 2023

SELL
$229.5 - $248.11 $183,600 - $198,488
-800 Reduced 22.96%
2,685 $617,000
Q2 2023

Jul 19, 2023

BUY
$221.03 - $237.48 $50,836 - $54,620
230 Added 7.07%
3,485 $827,000
Q1 2023

Apr 14, 2023

BUY
$207.4 - $231.44 $29,036 - $32,401
140 Added 4.49%
3,255 $733,000
Q4 2022

Jan 12, 2023

BUY
$179.14 - $217.69 $58,578 - $71,184
327 Added 11.73%
3,115 $0
Q3 2022

Oct 25, 2022

SELL
$177.28 - $217.14 $58,679 - $71,873
-331 Reduced 10.61%
2,788 $495,000
Q2 2022

Jul 25, 2022

SELL
$189.05 - $227.74 $129,688 - $156,229
-686 Reduced 18.03%
3,119 $614,000
Q1 2022

Apr 26, 2022

BUY
$190.7 - $235.42 $415,726 - $513,215
2,180 Added 134.15%
3,805 $844,000
Q4 2021

Jan 12, 2022

BUY
$190.16 - $233.88 $62,562 - $76,946
329 Added 25.39%
1,625 $352,000
Q3 2021

Oct 12, 2021

BUY
$220.05 - $250.93 $10,122 - $11,542
46 Added 3.68%
1,296 $289,000
Q1 2021

Apr 19, 2021

SELL
$193.25 - $226.15 $40,002 - $46,813
-207 Reduced 14.21%
1,250 $265,000
Q4 2019

Jan 31, 2020

BUY
$169.83 - $189.39 $247,442 - $275,941
1,457 New
1,457 $274,000

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 $510B
  • 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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