Sequoia Financial Advisors, LLC Visa Inc. Transaction History

Sequoia Financial Advisors, LLC

$8.93 Billion
Q3 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Visa Inc. stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 145,728 shares of V stock, worth $46 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares

145,728

Previous 129,541 12.5%

Holding current value

$46 Million

Previous $34 Million 17.84%

% of portfolio

0.45%

Previous 0.42%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	BUY	$253.74 - $291.56 $4.11 Million - $4.72 Million	16,187 Added 12.5%	145,728 $40.1 Million
Q2 2024 Jul 15, 2024	BUY	$262.47 - $281.5 $4.13 Million - $4.42 Million	15,718 Added 13.81%	129,541 $34 Million
Q1 2024 Apr 30, 2024	SELL	$257.98 - $290.37 $6.75 Million - $7.6 Million	-26,176 Reduced 18.7%	113,823 $31.8 Million
Q4 2023 Jan 25, 2024	BUY	$228.81 - $262.38 $24.3 Million - $27.9 Million	106,377 Added 316.39%	139,999 $36.4 Million
Q3 2023 Nov 08, 2023	BUY	$229.5 - $248.11 $182,682 - $197,495	796 Added 2.42%	33,622 $7.73 Million
Q2 2023 Aug 08, 2023	BUY	$221.03 - $237.48 $715,474 - $768,722	3,237 Added 10.94%	32,826 $7.8 Million
Q1 2023 Apr 24, 2023	BUY	$207.4 - $231.44 $228,969 - $255,509	1,104 Added 3.88%	29,589 $6.67 Million
Q4 2022 Feb 10, 2023	SELL	$179.14 - $217.69 $77,746 - $94,477	-434 Reduced 1.5%	28,485 $5.92 Million
Q4 2022 Jan 17, 2023	BUY	$179.14 - $217.69 $2.03 Million - $2.47 Million	11,346 Added 64.56%	28,919 $0
Q3 2022 Oct 26, 2022	SELL	$177.28 - $217.14 $856,971 - $1.05 Million	-4,834 Reduced 21.57%	17,573 $3.13 Million
Q2 2022 Jul 22, 2022	BUY	$189.05 - $227.74 $302,480 - $364,384	1,600 Added 7.69%	22,407 $4.42 Million
Q1 2022 May 13, 2022	BUY	$190.7 - $235.42 $728,855 - $899,775	3,822 Added 22.5%	20,807 $4.62 Million
Q4 2021 Feb 11, 2022	BUY	$190.16 - $233.88 $2.53 Million - $3.11 Million	13,294 Added 360.17%	16,985 $3.68 Million
Q3 2021 Oct 26, 2021	SELL	$220.05 - $250.93 $2.64 Million - $3.02 Million	-12,017 Reduced 76.5%	3,691 $822,000
Q2 2021 Jul 27, 2021	BUY	$216.86 - $237.32 $158,524 - $173,480	731 Added 4.88%	15,708 $3.67 Million
Q1 2021 May 14, 2021	SELL	$193.25 - $226.15 $73,821 - $86,389	-382 Reduced 2.49%	14,977 $3.17 Million
Q4 2020 Feb 12, 2021	BUY	$180.87 - $218.73 $275,103 - $332,688	1,521 Added 10.99%	15,359 $3.36 Million
Q3 2020 Oct 23, 2020	BUY	$189.02 - $216.48 $621,308 - $711,569	3,287 Added 31.15%	13,838 $2.77 Million
Q2 2020 Aug 25, 2020	BUY	$151.85 - $200.48 $1.6 Million - $2.12 Million	10,551 New	10,551 $2.04 Million
Q2 2020 Aug 11, 2020	SELL	$151.85 - $200.48 $1.49 Million - $1.97 Million	-9,836 Closed	0 $2.04 Million
Q1 2020 May 11, 2020	SELL	$135.74 - $213.31 $139,947 - $219,922	-1,031 Reduced 9.49%	9,836 $1.59 Million
Q4 2019 Feb 13, 2020	BUY	$169.83 - $189.39 $71,498 - $79,733	421 Added 4.03%	10,867 $2.04 Million
Q3 2019 Oct 22, 2019	BUY	$168.86 - $185.74 $45,761 - $50,335	271 Added 2.66%	10,446 $1.8 Million
Q2 2019 Jul 31, 2019	BUY	$157.26 - $173.85 $52,996 - $58,587	337 Added 3.43%	10,175 $1.77 Million
Q1 2019 May 13, 2019	BUY	$128.13 - $156.19 $410,528 - $500,432	3,204 Added 48.3%	9,838 $1.54 Million
Q4 2018 Feb 14, 2019	BUY	$121.73 - $150.79 $6,208 - $7,690	51 Added 0.77%	6,634 $875,000
Q3 2018 Nov 14, 2018	SELL	$131.45 - $150.09 $33,256 - $37,972	-253 Reduced 3.7%	6,583 $988,000
Q2 2018 Aug 14, 2018	BUY	$117.7 - $136.28 $152,303 - $176,346	1,294 Added 23.35%	6,836 $905,000
Q1 2018 May 14, 2018	SELL	$113.86 - $126.32 $17,762 - $19,705	-156 Reduced 2.74%	5,542 $663,000
Q4 2017 Feb 13, 2018	SELL	$105.31 - $114.35 $9,372 - $10,177	-89 Reduced 1.54%	5,698 $650,000
Q3 2017 Nov 13, 2017	SELL	$99.49 - $106.21 $88,048 - $93,995	-885 Reduced 13.26%	5,787 $609,000
Q2 2017 Aug 09, 2017	BUY	N/A	6,672	6,672 $626,000

Others Institutions Holding V

# of Institutions

4,250

Shares Held

1.45B

Call Options Held

13.4M

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 $516B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sequoia Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sequoia Financial Advisors, LLC with notifications on news.

Account

Sequoia Financial Advisors, LLC Visa Inc. Transaction History