A detailed history of Roberts Wealth Advisors, LLC transactions in Visa Inc. stock. As of the latest transaction made, Roberts Wealth Advisors, LLC holds 18,116 shares of V stock, worth $4.75 Million. This represents 1.94% of its overall portfolio holdings.

Number of Shares
18,116
Previous 17,818 1.67%
Holding current value
$4.75 Million
Previous $14.1 Million 64.18%
% of portfolio
1.94%
Previous 2.2%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 17, 2024

BUY
$257.98 - $290.37 $76,878 - $86,530
298 Added 1.67%
18,116 $5.06 Million
Q4 2023

Jan 17, 2024

BUY
$228.81 - $262.38 $7,321 - $8,396
32 Added 0.18%
17,818 $14.1 Million
Q3 2023

Oct 17, 2023

BUY
$229.5 - $248.11 $55,080 - $59,546
240 Added 1.37%
17,786 $4.09 Million
Q2 2023

Jul 12, 2023

SELL
$221.03 - $237.48 $103,663 - $111,378
-469 Reduced 2.6%
17,546 $4.17 Million
Q1 2023

Apr 11, 2023

BUY
$207.4 - $231.44 $101,418 - $113,174
489 Added 2.79%
18,015 $4.06 Million
Q4 2022

Jan 10, 2023

BUY
$179.14 - $217.69 $38,515 - $46,803
215 Added 1.24%
17,526 $0
Q3 2022

Oct 13, 2022

BUY
$177.28 - $217.14 $62,757 - $76,867
354 Added 2.09%
17,311 $3.21 Million
Q2 2022

Jul 11, 2022

BUY
$189.05 - $227.74 $72,217 - $86,996
382 Added 2.3%
16,957 $3.45 Million
Q1 2022

Apr 12, 2022

BUY
$190.7 - $235.42 $33,753 - $41,669
177 Added 1.08%
16,575 $3.75 Million
Q4 2021

Jan 12, 2022

BUY
$190.16 - $233.88 $158,973 - $195,523
836 Added 5.37%
16,398 $3.63 Million
Q3 2021

Oct 12, 2021

BUY
$220.05 - $250.93 $3.42 Million - $3.9 Million
15,562 New
15,562 $3.47 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 $429B
  • 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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