Marcum Wealth, LLC Visa Inc. Transaction History

Marcum Wealth, LLC

$988 Million
Q2 2024

A detailed history of Marcum Wealth, LLC transactions in Visa Inc. stock. As of the latest transaction made, Marcum Wealth, LLC holds 10,102 shares of V stock, worth $2.82 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

10,102

Previous 10,095 0.07%

Holding current value

$2.82 Million

Previous $2.82 Million 5.89%

% of portfolio

0.27%

Previous 0.29%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 02, 2024	BUY	$262.47 - $281.5 $1,837 - $1,970	7 Added 0.07%	10,102 $2.65 Million
Q1 2024 Apr 10, 2024	SELL	$257.98 - $290.37 $170,008 - $191,353	-659 Reduced 6.13%	10,095 $2.82 Million
Q4 2023 Jan 10, 2024	SELL	$228.81 - $262.38 $171,378 - $196,522	-749 Reduced 6.51%	10,754 $2.8 Million
Q3 2023 Oct 10, 2023	BUY	$229.5 - $248.11 $553,783 - $598,689	2,413 Added 26.55%	11,503 $2.65 Million
Q2 2023 Jul 13, 2023	SELL	$221.03 - $237.48 $521,851 - $560,690	-2,361 Reduced 20.62%	9,090 $2.16 Million
Q1 2023 Apr 19, 2023	BUY	$207.4 - $231.44 $413,348 - $461,259	1,993 Added 21.07%	11,451 $2.58 Million
Q4 2022 Jan 12, 2023	BUY	$179.14 - $217.69 $25,617 - $31,129	143 Added 1.54%	9,458 $0
Q3 2022 Oct 11, 2022	BUY	$177.28 - $217.14 $45,915 - $56,239	259 Added 2.86%	9,315 $1.66 Million
Q2 2022 Jul 14, 2022	BUY	$189.05 - $227.74 $197,179 - $237,532	1,043 Added 13.02%	9,056 $1.78 Million
Q1 2022 Apr 20, 2022	BUY	$190.7 - $235.42 $112,513 - $138,897	590 Added 7.95%	8,013 $1.78 Million
Q4 2021 Feb 01, 2022	SELL	$190.16 - $233.88 $40,123 - $49,348	-211 Reduced 2.76%	7,423 $1.61 Million
Q3 2021 Nov 08, 2021	BUY	$220.05 - $250.93 $195,404 - $222,825	888 Added 13.16%	7,634 $1.7 Million
Q2 2021 Aug 10, 2021	SELL	$216.86 - $237.32 $12,577 - $13,764	-58 Reduced 0.85%	6,746 $1.58 Million
Q1 2021 May 11, 2021	BUY	$193.25 - $226.15 $1.03 Million - $1.21 Million	5,352 Added 368.6%	6,804 $1.44 Million
Q4 2020 Feb 09, 2021	BUY	$180.87 - $218.73 $7,777 - $9,405	43 Added 3.05%	1,452 $318,000
Q3 2020 Nov 09, 2020	SELL	$189.02 - $216.48 $44,797 - $51,305	-237 Reduced 14.4%	1,409 $282,000
Q2 2020 Aug 14, 2020	BUY	$151.85 - $200.48 $30,977 - $40,897	204 Added 14.15%	1,646 $318,000
Q1 2020 May 14, 2020	BUY	$135.74 - $213.31 $195,737 - $307,593	1,442 New	1,442 $232,000

Others Institutions Holding V

# of Institutions

4,159

Shares Held

1.47B

Call Options Held

11.4M

Put Options Held

9.22M

View Full List

About VISA INC.

Ticker V
Exchange NYSE
Sector Financial Services
Industry Credit Services
Shares Outstandng 1,635,010,048
Market Cap $457B
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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Marcum Wealth, LLC Visa Inc. Transaction History