Institute For Wealth Management, Llc. Visa Inc. Transaction History

Institute For Wealth Management, Llc.

$781 Million
Q3 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Visa Inc. stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 13,758 shares of V stock, worth $4.26 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares

13,758

Previous 13,694 0.47%

Holding current value

$4.26 Million

Previous $3.59 Million 5.23%

% of portfolio

0.48%

Previous 0.49%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$253.74 - $291.56 $16,239 - $18,659	64 Added 0.47%	13,758 $3.78 Million
Q2 2024 Jul 25, 2024	BUY	$262.47 - $281.5 $2,624 - $2,815	10 Added 0.07%	13,694 $3.59 Million
Q1 2024 Apr 30, 2024	SELL	$257.98 - $290.37 $70,170 - $78,980	-272 Reduced 1.95%	13,684 $3.82 Million
Q4 2023 Jan 31, 2024	SELL	$228.81 - $262.38 $5,262 - $6,034	-23 Reduced 0.16%	13,956 $3.63 Million
Q3 2023 Oct 13, 2023	BUY	$229.5 - $248.11 $72,292 - $78,154	315 Added 2.31%	13,979 $3.22 Million
Q2 2023 Jul 25, 2023	SELL	$221.03 - $237.48 $5,525 - $5,937	-25 Reduced 0.18%	13,664 $3.24 Million
Q1 2023 Apr 20, 2023	SELL	$207.4 - $231.44 $75,078 - $83,781	-362 Reduced 2.58%	13,689 $3.09 Million
Q4 2022 Feb 02, 2023	SELL	$179.14 - $217.69 $74,343 - $90,341	-415 Reduced 2.87%	14,051 $2.92 Million
Q3 2022 Oct 18, 2022	BUY	$177.28 - $217.14 $7,977 - $9,771	45 Added 0.31%	14,466 $2.57 Million
Q2 2022 Jul 25, 2022	BUY	$189.05 - $227.74 $56,525 - $68,094	299 Added 2.12%	14,421 $2.84 Million
Q1 2022 Apr 29, 2022	SELL	$190.7 - $235.42 $10,488 - $12,948	-55 Reduced 0.39%	14,122 $3.13 Million
Q4 2021 Jan 21, 2022	BUY	$190.16 - $233.88 $37,841 - $46,542	199 Added 1.42%	14,177 $3.07 Million
Q3 2021 Nov 15, 2021	BUY	$220.05 - $250.93 $122,787 - $140,018	558 Added 4.16%	13,978 $3.11 Million
Q2 2021 Jul 21, 2021	SELL	$216.86 - $237.32 $1,084 - $1,186	-5 Reduced 0.04%	13,420 $3.14 Million
Q1 2021 May 04, 2021	SELL	$193.25 - $226.15 $31,499 - $36,862	-163 Reduced 1.2%	13,425 $2.84 Million
Q4 2020 Feb 01, 2021	BUY	$180.87 - $218.73 $113,767 - $137,581	629 Added 4.85%	13,588 $2.97 Million
Q3 2020 Nov 03, 2020	BUY	$189.02 - $216.48 $62,376 - $71,438	330 Added 2.61%	12,959 $2.59 Million
Q2 2020 Jul 30, 2020	BUY	$151.85 - $200.48 $108,572 - $143,343	715 Added 6.0%	12,629 $2.44 Million
Q1 2020 Apr 29, 2020	SELL	$135.74 - $213.31 $208,360 - $327,430	-1,535 Reduced 11.41%	11,914 $1.92 Million
Q4 2019 Feb 27, 2020	BUY	$169.83 - $189.39 $1.85 Million - $2.07 Million	10,922 Added 432.21%	13,449 $2.53 Million
Q4 2019 Jan 27, 2020	SELL	$169.83 - $189.39 $1.86 Million - $2.07 Million	-10,928 Reduced 81.22%	2,527 $2.53 Million
Q3 2019 Oct 28, 2019	SELL	$168.86 - $185.74 $210,568 - $231,617	-1,247 Reduced 8.48%	13,455 $2.31 Million
Q2 2019 Aug 02, 2019	SELL	$157.26 - $173.85 $214,188 - $236,783	-1,362 Reduced 8.48%	14,702 $2.55 Million
Q1 2019 May 15, 2019	SELL	$128.13 - $156.19 $9,097 - $11,089	-71 Reduced 0.44%	16,064 $2.51 Million
Q4 2018 Feb 08, 2019	BUY	$121.73 - $150.79 $419,481 - $519,622	3,446 Added 27.16%	16,135 $2.13 Million
Q3 2018 Oct 29, 2018	BUY	$131.45 - $150.09 $28,393 - $32,419	216 Added 1.73%	12,689 $1.89 Million
Q2 2018 Aug 10, 2018	BUY	$117.7 - $136.28 $4,590 - $5,314	39 Added 0.31%	12,473 $1.64 Million
Q1 2018 May 15, 2018	BUY	$113.86 - $126.32 $89,949 - $99,792	790 Added 6.78%	12,434 $1.58 Million
Q4 2017 Feb 12, 2018	SELL	$105.31 - $114.35 $40,754 - $44,253	-387 Reduced 3.22%	11,644 $1.33 Million
Q3 2017 Nov 14, 2017	BUY	$99.49 - $106.21 $96,704 - $103,236	972 Added 8.79%	12,031 $1.27 Million
Q2 2017 Aug 14, 2017	BUY	N/A	11,059	11,059 $1.04 Million

Others Institutions Holding V

# of Institutions

4,246

Shares Held

1.45B

Call Options Held

13.4M

Put Options Held

12.1M

View Full List

About VISA INC.

Ticker V
Exchange NYSE
Sector Financial Services
Industry Credit Services
Shares Outstandng 1,635,010,048
Market Cap $506B
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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Institute For Wealth Management, Llc. Visa Inc. Transaction History