Optimum Investment Advisors Visa Inc. Transaction History

Optimum Investment Advisors

$216 Million
Q1 2024

A detailed history of Optimum Investment Advisors transactions in Visa Inc. stock. As of the latest transaction made, Optimum Investment Advisors holds 3,857 shares of V stock, worth $1.04 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares

3,857

Previous 3,477 10.93%

Holding current value

$1.04 Million

Previous $905,000 18.9%

% of portfolio

0.5%

Previous 0.46%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 11, 2024	BUY	$257.98 - $290.37 $98,032 - $110,340	380 Added 10.93%	3,857 $1.08 Million
Q4 2023 Jan 08, 2024	SELL	$228.81 - $262.38 $22,881 - $26,238	-100 Reduced 2.8%	3,477 $905,000
Q3 2023 Oct 13, 2023	BUY	$229.5 - $248.11 $32,130 - $34,735	140 Added 4.07%	3,577 $822,000
Q2 2023 Aug 03, 2023	BUY	$221.03 - $237.48 $100,789 - $108,290	456 Added 15.3%	3,437 $816,000
Q3 2022 Oct 24, 2022	SELL	$177.28 - $217.14 $1,595 - $1,954	-9 Reduced 0.3%	2,981 $530,000

Q2 2022 Jul 12, 2022	SELL	$189.05 - $227.74 $4,726 - $5,693	-25 Reduced 0.83%	2,990 $589,000
Q1 2022 Apr 08, 2022	SELL	$190.7 - $235.42 $13,539 - $16,714	-71 Reduced 2.3%	3,015 $669,000
Q4 2021 Mar 17, 2022	SELL	$190.16 - $233.88 $7,606 - $9,355	-40 Reduced 1.28%	3,086 $669,000
Q3 2021 Oct 22, 2021	SELL	$220.05 - $250.93 $356,040 - $406,004	-1,618 Reduced 34.11%	3,126 $696,000
Q2 2021 Aug 02, 2021	SELL	$216.86 - $237.32 $79,370 - $86,859	-366 Reduced 7.16%	4,744 $1.11 Million
Q1 2021 Apr 15, 2021	SELL	$193.25 - $226.15 $276,540 - $323,620	-1,431 Reduced 21.88%	5,110 $1.08 Million
Q4 2020 Jan 21, 2021	SELL	$180.87 - $218.73 $117,927 - $142,611	-652 Reduced 9.06%	6,541 $1.43 Million
Q3 2020 Oct 06, 2020	SELL	$189.02 - $216.48 $3,402 - $3,896	-18 Reduced 0.25%	7,193 $1.44 Million
Q2 2020 Jul 16, 2020	BUY	$151.85 - $200.48 $12,299 - $16,238	81 Added 1.14%	7,211 $1.39 Million
Q1 2020 Apr 21, 2020	SELL	$135.74 - $213.31 $231,979 - $364,546	-1,709 Reduced 19.33%	7,130 $1.15 Million
Q4 2019 Jan 22, 2020	BUY	$169.83 - $189.39 $17,152 - $19,128	101 Added 1.16%	8,839 $1.66 Million
Q3 2019 Oct 17, 2019	BUY	$168.86 - $185.74 $66,699 - $73,367	395 Added 4.73%	8,738 $1.5 Million
Q2 2019 Jul 29, 2019	SELL	$157.26 - $173.85 $10,221 - $11,300	-65 Reduced 0.77%	8,343 $1.45 Million
Q1 2019 May 03, 2019	BUY	$128.13 - $156.19 $71,368 - $86,997	557 Added 7.09%	8,408 $1.31 Million
Q4 2018 Feb 04, 2019	SELL	$121.73 - $150.79 $4,260 - $5,277	-35 Reduced 0.44%	7,851 $1.04 Million
Q3 2018 Oct 05, 2018	SELL	$131.45 - $150.09 $6,572 - $7,504	-50 Reduced 0.63%	7,886 $1.18 Million
Q2 2018 Oct 05, 2018	BUY	$117.7 - $136.28 $8,592 - $9,948	73 Added 0.93%	7,936 $1.05 Million
Q1 2018 May 09, 2018	SELL	$113.86 - $126.32 $22,772 - $25,264	-200 Reduced 2.48%	7,863 $941,000
Q4 2017 Jan 16, 2018	SELL	$105.31 - $114.35 $52,655 - $57,175	-500 Reduced 5.84%	8,063 $919,000
Q3 2017 Nov 21, 2017	BUY	$99.49 - $106.21 $59,694 - $63,725	600 Added 7.53%	8,563 $901,000
Q2 2017 Aug 14, 2017	BUY	N/A	7,963	7,963 $747,000

Others Institutions Holding V

# of Institutions

4,108

Shares Held

1.45B

Call Options Held

12.2M

Put Options Held

10.2M

View Full List

About VISA INC.

Ticker V
Exchange NYSE
Sector Financial Services
Industry Credit Services
Shares Outstandng 1,635,010,048
Market Cap $440B
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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Optimum Investment Advisors Visa Inc. Transaction History