Heritage Wealth Advisors Visa Inc. Transaction History

Heritage Wealth Advisors

$2.72 Billion
Q1 2024

A detailed history of Heritage Wealth Advisors transactions in Visa Inc. stock. As of the latest transaction made, Heritage Wealth Advisors holds 600 shares of V stock, worth $162,216. This represents 0.01% of its overall portfolio holdings.

Number of Shares

600

Previous 19,936 96.99%

Holding current value

$162,216

Previous $5.19 Million 96.78%

% of portfolio

0.01%

Previous 0.26%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 08, 2024	SELL	$257.98 - $290.37 $4.99 Million - $5.61 Million	-19,336 Reduced 96.99%	600 $167,000
Q4 2023 Feb 09, 2024	SELL	$228.81 - $262.38 $436,569 - $500,621	-1,908 Reduced 8.73%	19,936 $5.19 Million
Q3 2023 Nov 08, 2023	BUY	$229.5 - $248.11 $32,589 - $35,231	142 Added 0.65%	21,844 $5.02 Million
Q2 2023 Aug 09, 2023	SELL	$221.03 - $237.48 $11,714 - $12,586	-53 Reduced 0.24%	21,702 $5.15 Million
Q1 2023 May 04, 2023	BUY	$207.4 - $231.44 $77,982 - $87,021	376 Added 1.76%	21,755 $4.9 Million

Q4 2022 Feb 06, 2023	BUY	$179.14 - $217.69 $45,143 - $54,857	252 Added 1.19%	21,379 $4.44 Million
Q3 2022 Nov 10, 2022	SELL	$177.28 - $217.14 $14,891 - $18,239	-84 Reduced 0.4%	21,127 $3.75 Million
Q2 2022 Aug 04, 2022	SELL	$189.05 - $227.74 $8,696 - $10,476	-46 Reduced 0.22%	21,211 $4.18 Million
Q1 2022 May 11, 2022	BUY	$190.7 - $235.42 $10,107 - $12,477	53 Added 0.25%	21,257 $4.71 Million
Q4 2021 Feb 02, 2022	BUY	$190.16 - $233.88 $167,340 - $205,814	880 Added 4.33%	21,204 $4.6 Million
Q2 2021 Aug 09, 2021	SELL	$216.86 - $237.32 $6.44 Million - $7.05 Million	-29,686 Reduced 59.36%	20,324 $4.75 Million
Q2 2021 Jul 27, 2021	BUY	$216.86 - $237.32 $4.32 Million - $4.73 Million	19,910 Added 66.15%	50,010 $10.9 Million
Q1 2021 Apr 27, 2021	SELL	$193.25 - $226.15 $3.85 Million - $4.5 Million	-19,910 Reduced 39.81%	30,100 $6.37 Million
Q4 2020 Feb 01, 2021	BUY	$180.87 - $218.73 $6.67 Million - $8.07 Million	36,888 Added 281.12%	50,010 $10.9 Million
Q2 2020 Jul 17, 2020	BUY	$151.85 - $200.48 $1.99 Million - $2.63 Million	13,099 Added 56952.17%	13,122 $2.53 Million
Q2 2020 Jul 17, 2020	SELL	$151.85 - $200.48 $1.85 Million - $2.44 Million	-12,164 Reduced 99.81%	23 $2.53 Million
Q4 2019 Feb 04, 2020	BUY	$169.83 - $189.39 $6,793 - $7,575	40 Added 0.33%	12,187 $2.29 Million
Q3 2019 Oct 30, 2019	SELL	$168.86 - $185.74 $195,202 - $214,715	-1,156 Reduced 8.69%	12,147 $2.09 Million
Q2 2019 Aug 05, 2019	BUY	$157.26 - $173.85 $528,393 - $584,136	3,360 Added 33.79%	13,303 $0
Q4 2018 Jan 28, 2019	SELL	$121.73 - $150.79 $9,738 - $12,063	-80 Reduced 0.8%	9,943 $1.31 Million
Q3 2018 Nov 14, 2018	SELL	$131.45 - $150.09 $32,862 - $37,522	-250 Reduced 2.43%	10,023 $1.5 Million
Q1 2018 May 10, 2018	SELL	$113.86 - $126.32 $34,158 - $37,896	-300 Reduced 2.84%	10,273 $1.23 Million
Q4 2017 Feb 02, 2018	BUY	$105.31 - $114.35 $81,720 - $88,735	776 Added 7.92%	10,573 $1.2 Million
Q3 2017 Nov 07, 2017	BUY	$99.49 - $106.21 $974,703 - $1.04 Million	9,797	9,797 $1.03 Million

Others Institutions Holding V

# of Institutions

4,110

Shares Held

1.45B

Call Options Held

12.2M

Put Options Held

10.2M

View Full List

About VISA INC.

Ticker V
Exchange NYSE
Sector Financial Services
Industry Credit Services
Shares Outstandng 1,635,010,048
Market Cap $442B
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...

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Heritage Wealth Advisors Visa Inc. Transaction History