A detailed history of M Holdings Securities, Inc. transactions in Visa Inc. stock. As of the latest transaction made, M Holdings Securities, Inc. holds 18,957 shares of V stock, worth $5.88 Million. This represents 1.31% of its overall portfolio holdings.

Number of Shares
18,957
Previous 23,099 17.93%
Holding current value
$5.88 Million
Previous $6.07 Million 14.08%
% of portfolio
1.31%
Previous 0.79%

Shares

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

Nov 12, 2024

SELL
$253.74 - $291.56 $1.05 Million - $1.21 Million
-4,142 Reduced 17.93%
18,957 $5.21 Million
Q2 2024

Aug 13, 2024

BUY
$262.47 - $281.5 $1.37 Million - $1.47 Million
5,218 Added 29.18%
23,099 $6.07 Million
Q1 2024

May 14, 2024

SELL
$257.98 - $290.37 $67,848 - $76,367
-263 Reduced 1.45%
17,881 $4.99 Million
Q4 2023

Feb 14, 2024

BUY
$228.81 - $262.38 $731,505 - $838,828
3,197 Added 21.39%
18,144 $4.72 Million
Q3 2023

Feb 14, 2024

BUY
$229.5 - $248.11 $1.97 Million - $2.13 Million
8,573 Added 134.5%
14,947 $3.44 Million
Q2 2023

Sep 26, 2023

SELL
$221.03 - $237.48 $2.8 Million - $3.01 Million
-12,665 Reduced 66.52%
6,374 $1.51 Million
Q1 2023

May 15, 2023

SELL
$207.4 - $231.44 $427,451 - $476,997
-2,061 Reduced 9.77%
19,039 $4.29 Million
Q4 2022

Feb 10, 2023

BUY
$179.14 - $217.69 $4,657 - $5,659
26 Added 0.12%
21,100 $4.38 Million
Q3 2022

Nov 16, 2022

SELL
$177.28 - $217.14 $159,906 - $195,860
-902 Reduced 4.1%
21,074 $3.74 Million
Q2 2022

Aug 16, 2022

SELL
$189.05 - $227.74 $379,423 - $457,074
-2,007 Reduced 8.37%
21,976 $4.33 Million
Q1 2022

May 24, 2022

BUY
$190.7 - $235.42 $458,633 - $566,185
2,405 Added 11.15%
23,983 $5.32 Million
Q2 2021

Aug 19, 2021

SELL
$216.86 - $237.32 $377,986 - $413,648
-1,743 Reduced 7.47%
21,578 $5.05 Million
Q1 2021

May 12, 2021

SELL
$193.25 - $226.15 $88,122 - $103,124
-456 Reduced 1.92%
23,321 $4.94 Million
Q4 2020

Feb 26, 2021

BUY
$180.87 - $218.73 $229,343 - $277,349
1,268 Added 5.63%
23,777 $5.2 Million
Q3 2020

Nov 16, 2020

BUY
$189.02 - $216.48 $225,500 - $258,260
1,193 Added 5.6%
22,509 $4.5 Million
Q2 2020

Aug 21, 2020

SELL
$151.85 - $200.48 $877,389 - $1.16 Million
-5,778 Reduced 21.33%
21,316 $4.12 Million
Q1 2020

May 13, 2020

BUY
$135.74 - $213.31 $898,734 - $1.41 Million
6,621 Added 32.34%
27,094 $4.37 Million
Q4 2019

Feb 10, 2020

SELL
$169.83 - $189.39 $123,296 - $137,497
-726 Reduced 3.42%
20,473 $3.85 Million
Q3 2019

Nov 04, 2019

SELL
$168.86 - $185.74 $301,921 - $332,103
-1,788 Reduced 7.78%
21,199 $3.65 Million
Q2 2019

Aug 16, 2019

BUY
$157.26 - $173.85 $593,813 - $656,457
3,776 Added 19.66%
22,987 $3.99 Million
Q1 2019

May 17, 2019

BUY
$128.13 - $156.19 $376,574 - $459,042
2,939 Added 18.06%
19,211 $3 Million
Q4 2018

Feb 15, 2019

SELL
$121.73 - $150.79 $54,900 - $68,006
-451 Reduced 2.7%
16,272 $2.15 Million
Q3 2018

Nov 16, 2018

BUY
$131.45 - $150.09 $53,763 - $61,386
409 Added 2.51%
16,723 $2.51 Million
Q2 2018

Aug 17, 2018

BUY
$117.7 - $136.28 $161,013 - $186,431
1,368 Added 9.15%
16,314 $2.16 Million
Q1 2018

May 18, 2018

SELL
$113.86 - $126.32 $82,206 - $91,203
-722 Reduced 4.61%
14,946 $1.79 Million
Q4 2017

Feb 15, 2018

BUY
$105.31 - $114.35 $315 - $343
3 Added 0.02%
15,668 $224,000
Q3 2017

Nov 15, 2017

BUY
$99.49 - $106.21 $100,285 - $107,059
1,008 Added 6.88%
15,665 $1.65 Million
Q2 2017

Aug 22, 2017

BUY
N/A
14,657
14,657 $1.38 Million

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 $507B
  • 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
Track This Portfolio

Track M Holdings Securities, Inc. Portfolio

Follow M Holdings Securities, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of M Holdings Securities, Inc., based on Form 13F filings with the SEC.

News

Stay updated on M Holdings Securities, Inc. with notifications on news.