A detailed history of Source Financial Advisors LLC transactions in Visa Inc. stock. As of the latest transaction made, Source Financial Advisors LLC holds 1,853 shares of V stock, worth $484,744. This represents 0.15% of its overall portfolio holdings.

Number of Shares
1,853
Previous 1,832 1.15%
Holding current value
$484,744
Previous $511,000 4.89%
% of portfolio
0.15%
Previous 0.16%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024

BUY
$262.47 - $281.5 $5,511 - $5,911
21 Added 1.15%
1,853 $486,000
Q1 2024

May 01, 2024

SELL
$257.98 - $290.37 $72,750 - $81,884
-282 Reduced 13.34%
1,832 $511,000
Q4 2023

Jan 11, 2024

BUY
$228.81 - $262.38 $2,059 - $2,361
9 Added 0.43%
2,114 $550,000
Q3 2023

Oct 26, 2023

BUY
$229.5 - $248.11 $8,262 - $8,931
36 Added 1.74%
2,105 $484,000
Q2 2023

Jul 24, 2023

BUY
$221.03 - $237.48 $181,907 - $195,446
823 Added 66.05%
2,069 $491,000
Q1 2023

Apr 20, 2023

BUY
$207.4 - $231.44 $258,420 - $288,374
1,246 New
1,246 $280,000
Q4 2021

Feb 14, 2022

SELL
$190.16 - $233.88 $188,828 - $232,242
-993 Closed
0 $0
Q3 2021

Nov 15, 2021

BUY
$220.05 - $250.93 $1,980 - $2,258
9 Added 0.91%
993 $221,000
Q2 2021

Aug 16, 2021

SELL
$216.86 - $237.32 $10,192 - $11,154
-47 Reduced 4.56%
984 $230,000
Q1 2021

May 17, 2021

SELL
$193.25 - $226.15 $401,960 - $470,392
-2,080 Reduced 66.86%
1,031 $218,000
Q4 2020

Feb 16, 2021

BUY
$180.87 - $218.73 $562,686 - $680,469
3,111 New
3,111 $680,000

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 $428B
  • 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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