Roberts Wealth Advisors, LLC Visa Inc. Transaction History

Roberts Wealth Advisors, LLC

$303 Million
Q4 2024

A detailed history of Roberts Wealth Advisors, LLC transactions in Visa Inc. stock. As of the latest transaction made, Roberts Wealth Advisors, LLC holds 18,229 shares of V stock, worth $6.12 Million. This represents 1.9% of its overall portfolio holdings.

Number of Shares

18,229

Previous 18,308 0.43%

Holding current value

$6.12 Million

Previous $5.03 Million 14.46%

% of portfolio

1.9%

Previous 1.72%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	SELL	$273.87 - $320.91 $21,635 - $25,351	-79 Reduced 0.43%	18,229 $5.76 Million
Q3 2024 Oct 15, 2024	BUY	$253.74 - $291.56 $40,598 - $46,649	160 Added 0.88%	18,308 $5.03 Million
Q2 2024 Aug 13, 2024	BUY	$262.47 - $281.5 $8,399 - $9,008	32 Added 0.18%	18,148 $4.76 Million
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

# of Institutions

4,344

Shares Held

1.43B

Call Options Held

13.5M

Put Options Held

12.1M

View Full List

About VISA INC.

Ticker V
Exchange NYSE
Sector Financial Services
Industry Credit Services
Shares Outstandng 1,635,010,048
Market Cap $549B
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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Roberts Wealth Advisors, LLC Visa Inc. Transaction History