Liberty Wealth Management LLC Visa Inc. Transaction History

Liberty Wealth Management LLC

$569 Million
Q3 2024

A detailed history of Liberty Wealth Management LLC transactions in Visa Inc. stock. As of the latest transaction made, Liberty Wealth Management LLC holds 18,449 shares of V stock, worth $5.86 Million. This represents 0.89% of its overall portfolio holdings.

Number of Shares

18,449

Previous 25,430 27.45%

Holding current value

$5.86 Million

Previous $5.23 Million 3.08%

% of portfolio

0.89%

Previous 0.96%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 01, 2024	SELL	$253.74 - $291.56 $1.77 Million - $2.04 Million	-6,981 Reduced 27.45%	18,449 $5.07 Million
Q2 2024 Aug 06, 2024	BUY	$262.47 - $281.5 $1.66 Million - $1.79 Million	6,342 Added 33.23%	25,430 $5.23 Million
Q1 2024 May 02, 2024	BUY	$257.98 - $290.37 $4.92 Million - $5.54 Million	19,088 New	19,088 $5.33 Million
Q3 2023 Nov 13, 2023	SELL	$229.5 - $248.11 $52,096 - $56,320	-227 Reduced 6.59%	3,219 $740,000
Q2 2023 Aug 10, 2023	SELL	$221.03 - $237.48 $37,575 - $40,371	-170 Reduced 4.7%	3,446 $818,000
Q1 2023 May 03, 2023	SELL	$207.4 - $231.44 $11,199 - $12,497	-54 Reduced 1.47%	3,616 $815,000
Q3 2022 Nov 15, 2022	BUY	$177.28 - $217.14 $68,784 - $84,250	388 Added 11.82%	3,670 $652,000
Q2 2022 Aug 15, 2022	BUY	$189.05 - $227.74 $37,810 - $45,548	200 Added 6.49%	3,282 $646,000
Q1 2022 May 09, 2022	BUY	$190.7 - $235.42 $4,576 - $5,650	24 Added 0.78%	3,082 $686,000
Q4 2021 Feb 15, 2022	SELL	$190.16 - $233.88 $104,588 - $128,634	-550 Reduced 15.24%	3,058 $662,000
Q3 2021 Nov 15, 2021	BUY	$220.05 - $250.93 $125,208 - $142,779	569 Added 18.72%	3,608 $801,000
Q2 2021 Aug 13, 2021	SELL	$216.86 - $237.32 $153 Million - $168 Million	-707,473 Reduced 99.57%	3,039 $711,000
Q2 2021 Aug 13, 2021	BUY	$216.86 - $237.32 $153 Million - $168 Million	707,430 Added 22953.6%	710,512 $3.04 Million
Q4 2020 Feb 09, 2021	SELL	$180.87 - $218.73 $8,500 - $10,280	-47 Reduced 1.5%	3,082 $611,000
Q3 2020 Nov 05, 2020	BUY	$189.02 - $216.48 $329,272 - $377,108	1,742 Added 125.59%	3,129 $626,000
Q2 2020 Aug 04, 2020	BUY	$151.85 - $200.48 $50,414 - $66,559	332 Added 31.47%	1,387 $268,000
Q1 2020 Apr 27, 2020	SELL	$135.74 - $213.31 $3,393 - $5,332	-25 Reduced 2.31%	1,055 $170,000
Q4 2019 Feb 05, 2020	BUY	$169.83 - $189.39 $1,528 - $1,704	9 Added 0.84%	1,080 $203,000
Q3 2019 Oct 30, 2019	SELL	$168.86 - $185.74 $485,810 - $534,373	-2,877 Reduced 72.87%	1,071 $184,000
Q2 2019 Jul 30, 2019	BUY	$157.26 - $173.85 $428,061 - $473,219	2,722 Added 222.02%	3,948 $685,000
Q1 2019 Apr 18, 2019	BUY	$128.13 - $156.19 $8,712 - $10,620	68 Added 5.87%	1,226 $191,000
Q4 2018 Mar 26, 2019	BUY	$121.73 - $150.79 $140,963 - $174,614	1,158 New	1,158 $152,000

Others Institutions Holding V

# of Institutions

4,249

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 $519B
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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Liberty Wealth Management LLC Visa Inc. Transaction History