Mount Yale Investment Advisors, LLC Visa Inc. Transaction History

Mount Yale Investment Advisors, LLC

  • $1.03 Billion
  • Q3 2024

A detailed history of Mount Yale Investment Advisors, LLC transactions in Visa Inc. stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 10,642 shares of V stock, worth $3.3 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
10,642
Previous 12,814 16.95%
Holding current value
$3.3 Million
Previous $3.36 Million 12.99%
% of portfolio
0.28%
Previous 0.27%

Shares

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

Oct 23, 2024
SELL
$253.74 - $291.56 $551,123 - $633,268
-2,172 Reduced 16.95%
10,642 $2.93 Million
Q2 2024

Aug 13, 2024
SELL
$262.47 - $281.5 $324,412 - $347,934
-1,236 Reduced 8.8%
12,814 $3.36 Million
Q1 2024

May 15, 2024
BUY
$257.98 - $290.37 $1,031 - $1,161
4 Added 0.03%
14,050 $3.92 Million
Q4 2023

Feb 12, 2024
SELL
$228.81 - $262.38 $67,956 - $77,926
-297 Reduced 2.07%
14,046 $3.66 Million
Q3 2023

Oct 11, 2023
SELL
$229.5 - $248.11 $69,309 - $74,929
-302 Reduced 2.06%
14,343 $3.3 Million
Q2 2023

Aug 14, 2023
SELL
$221.03 - $237.48 $54,815 - $58,895
-248 Reduced 1.67%
14,645 $3.48 Million
Q1 2023

May 11, 2023
SELL
$207.4 - $231.44 $238,302 - $265,924
-1,149 Reduced 7.16%
14,893 $3.36 Million
Q4 2022

Feb 13, 2023
SELL
$179.14 - $217.69 $287,340 - $349,174
-1,604 Reduced 9.09%
16,042 $3.33 Million
Q3 2022

Nov 07, 2022
SELL
$177.28 - $217.14 $489,115 - $599,089
-2,759 Reduced 13.52%
17,646 $3.14 Million
Q2 2022

Aug 02, 2022
BUY
$189.05 - $227.74 $165,040 - $198,817
873 Added 4.47%
20,405 $4.02 Million
Q1 2022

May 03, 2022
BUY
$190.7 - $235.42 $111,940 - $138,191
587 Added 3.1%
19,532 $4.33 Million
Q4 2021

Feb 02, 2022
SELL
$190.16 - $233.88 $325,173 - $399,934
-1,710 Reduced 8.28%
18,945 $4.11 Million
Q3 2021

Nov 02, 2021
SELL
$220.05 - $250.93 $245,135 - $279,536
-1,114 Reduced 5.12%
20,655 $4.6 Million
Q2 2021

Aug 04, 2021
SELL
$216.86 - $237.32 $867 - $949
-4 Reduced 0.02%
21,769 $5.09 Million
Q1 2021

May 04, 2021
SELL
$193.25 - $226.15 $398,288 - $466,095
-2,061 Reduced 8.65%
21,773 $4.61 Million
Q4 2020

Feb 12, 2021
BUY
$180.87 - $218.73 $105,266 - $127,300
582 Added 2.5%
23,834 $5.21 Million
Q3 2020

Nov 16, 2020
BUY
$189.02 - $216.48 $137,984 - $158,030
730 Added 3.24%
23,252 $4.65 Million
Q2 2020

Jul 09, 2020
BUY
$151.85 - $200.48 $6,833 - $9,021
45 Added 0.2%
22,522 $4.35 Million
Q1 2020

May 04, 2020
SELL
$135.74 - $213.31 $118,772 - $186,646
-875 Reduced 3.75%
22,477 $3.62 Million
Q4 2019

Feb 13, 2020
SELL
$169.83 - $189.39 $524,435 - $584,836
-3,088 Reduced 11.68%
23,352 $4.65 Million
Q3 2019

Nov 14, 2019
SELL
$168.86 - $185.74 $97,263 - $106,986
-576 Reduced 2.13%
26,440 $4.75 Million
Q2 2019

Aug 13, 2019
SELL
$157.26 - $173.85 $136,029 - $150,380
-865 Reduced 3.1%
27,016 $4.74 Million
Q1 2019

May 15, 2019
SELL
$128.13 - $156.19 $1,025 - $1,249
-8 Reduced 0.03%
27,881 $4.36 Million
Q4 2018

Feb 14, 2019
BUY
$121.73 - $150.79 $271,336 - $336,110
2,229 Added 8.69%
27,889 $3.93 Million
Q3 2018

Nov 13, 2018
SELL
$131.45 - $150.09 $94,118 - $107,464
-716 Reduced 2.71%
25,660 $3.72 Million
Q2 2018

Aug 22, 2018
SELL
$117.7 - $136.28 $48,963 - $56,692
-416 Reduced 1.55%
26,376 $3.49 Million
Q1 2018

Jun 25, 2018
BUY
$113.86 - $126.32 $3.05 Million - $3.38 Million
26,792 New
26,792 $3.21 Million

Others Institutions Holding V

# of Institutions
4,245
Shares Held
1.45B
Call Options Held
13.4M
Put Options Held
12.1M
View Full List

About VISA INC.

V Quotes by TradingView
  • 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
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