A detailed history of Summit Financial Wealth Advisors, LLC transactions in Visa Inc. stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 2,215 shares of V stock, worth $686,162. This represents 0.12% of its overall portfolio holdings.

Number of Shares
2,215
Previous 2,289 3.23%
Holding current value
$686,162
Previous $600,000 1.5%
% of portfolio
0.12%
Previous 0.14%

Shares

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

Nov 13, 2024

SELL
$253.74 - $291.56 $18,776 - $21,575
-74 Reduced 3.23%
2,215 $609,000
Q2 2024

Aug 12, 2024

BUY
$262.47 - $281.5 $10,498 - $11,260
40 Added 1.78%
2,289 $600,000
Q1 2024

May 02, 2024

SELL
$257.98 - $290.37 $257 - $290
-1 Reduced 0.04%
2,249 $627,000
Q3 2023

Nov 13, 2023

SELL
$229.5 - $248.11 $17,212 - $18,608
-75 Reduced 3.23%
2,250 $517,000
Q2 2023

Jul 12, 2023

SELL
$221.03 - $237.48 $44,206 - $47,496
-200 Reduced 7.92%
2,325 $552,000
Q1 2023

Apr 10, 2023

SELL
$207.4 - $231.44 $108,470 - $121,043
-523 Reduced 17.16%
2,525 $569,000
Q4 2022

Jan 17, 2023

BUY
$179.14 - $217.69 $93,690 - $113,851
523 Added 20.71%
3,048 $0
Q2 2022

Jul 26, 2022

SELL
$189.05 - $227.74 $37,810 - $45,548
-200 Reduced 7.34%
2,525 $541,000
Q1 2022

May 06, 2022

BUY
$190.7 - $235.42 $41,191 - $50,850
216 Added 8.61%
2,725 $604,000
Q4 2021

Jan 12, 2022

BUY
$190.16 - $233.88 $38,032 - $46,776
200 Added 8.66%
2,509 $558,000
Q2 2020

Jul 16, 2020

BUY
$151.85 - $200.48 $5,162 - $6,816
34 Added 1.49%
2,309 $450,000
Q3 2018

Oct 22, 2018

SELL
$131.45 - $150.09 $143,411 - $163,748
-1,091 Reduced 32.41%
2,275 $312,000
Q1 2018

Apr 09, 2018

BUY
$113.86 - $126.32 $10,361 - $11,495
91 Added 2.78%
3,366 $403,000
Q1 2018

Apr 06, 2018

SELL
$113.86 - $126.32 $10,361 - $11,495
-91 Reduced 2.7%
3,275 $392,000
Q4 2017

Feb 05, 2018

BUY
$105.31 - $114.35 $2,000 - $2,172
19 Added 0.57%
3,366 $384,000
Q2 2017

Aug 14, 2017

BUY
N/A
3,347
3,347 $314,000

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 $506B
  • 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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