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 $44.9 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares

145,728

Previous 129,541 12.5%

Holding current value

$44.9 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

4,238

Shares Held

1.46B

Call Options Held

12.7M

Put Options Held

10.4M

View Full List

About VISA INC.

Ticker V
Exchange NYSE
Sector Financial Services
Industry Credit Services
Shares Outstandng 1,635,010,048
Market Cap $504B
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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Sequoia Financial Advisors, LLC Visa Inc. Transaction History