A detailed history of Summit Financial, LLC transactions in Visa Inc. stock. As of the latest transaction made, Summit Financial, LLC holds 38,197 shares of V stock, worth $12.1 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
38,197
Previous 33,145 15.24%
Holding current value
$12.1 Million
Previous $8.7 Million 20.73%
% of portfolio
0.41%
Previous 0.4%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$253.74 - $291.56 $1.28 Million - $1.47 Million
5,052 Added 15.24%
38,197 $10.5 Million
Q2 2024

Jul 31, 2024

BUY
$262.47 - $281.5 $2.97 Million - $3.18 Million
11,306 Added 51.77%
33,145 $8.7 Million
Q1 2024

Apr 24, 2024

BUY
$257.98 - $290.37 $338,469 - $380,965
1,312 Added 6.39%
21,839 $6.09 Million
Q4 2023

Feb 05, 2024

BUY
$228.81 - $262.38 $290,359 - $332,960
1,269 Added 6.59%
20,527 $5.34 Million
Q3 2023

Nov 07, 2023

BUY
$229.5 - $248.11 $129,897 - $140,430
566 Added 3.03%
19,258 $4.43 Million
Q2 2023

Aug 11, 2023

BUY
$221.03 - $237.48 $1.99 Million - $2.14 Million
9,018 Added 93.22%
18,692 $4.44 Million
Q1 2023

May 03, 2023

SELL
$207.4 - $231.44 $19,910 - $22,218
-96 Reduced 0.98%
9,674 $2.18 Million
Q4 2022

Feb 07, 2023

SELL
$179.14 - $217.69 $416,500 - $506,129
-2,325 Reduced 19.22%
9,770 $2.03 Million
Q3 2022

Nov 15, 2022

BUY
$177.28 - $217.14 $349,418 - $427,982
1,971 Added 19.47%
12,095 $2.15 Billion
Q2 2022

Aug 12, 2022

SELL
$189.05 - $227.74 $104,733 - $126,167
-554 Reduced 5.19%
10,124 $1.99 Million
Q1 2022

May 10, 2022

BUY
$190.7 - $235.42 $287,957 - $355,484
1,510 Added 16.47%
10,678 $2.37 Million
Q4 2021

Feb 07, 2022

BUY
$190.16 - $233.88 $375,566 - $461,913
1,975 Added 27.46%
9,168 $1.99 Million
Q3 2021

Nov 08, 2021

BUY
$220.05 - $250.93 $672,032 - $766,340
3,054 Added 73.79%
7,193 $1.6 Million
Q2 2021

Aug 06, 2021

BUY
$216.86 - $237.32 $897,583 - $982,267
4,139 New
4,139 $967,000

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 $519B
  • 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

Track Summit Financial, LLC Portfolio

Follow Summit Financial, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Summit Financial, LLC with notifications on news.