A detailed history of Surevest, LLC transactions in Visa Inc. stock. As of the latest transaction made, Surevest, LLC holds 18,289 shares of V stock, worth $5.81 Million. This represents 0.88% of its overall portfolio holdings.

Number of Shares
18,289
Previous 18,138 0.83%
Holding current value
$5.81 Million
Previous $3.57 Million 9.02%
% of portfolio
0.88%
Previous 0.94%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 14, 2022

BUY
$177.28 - $217.14 $26,769 - $32,788
151 Added 0.83%
18,289 $3.25 Million
Q2 2022

Aug 15, 2022

BUY
$189.05 - $227.74 $181,488 - $218,630
960 Added 5.59%
18,138 $3.57 Million
Q1 2022

May 16, 2022

SELL
$190.7 - $235.42 $616,723 - $761,348
-3,234 Reduced 15.84%
17,178 $3.81 Million
Q4 2021

Feb 11, 2022

SELL
$190.16 - $233.88 $182,743 - $224,758
-961 Reduced 4.5%
20,412 $4.42 Million
Q3 2021

Oct 13, 2021

BUY
$220.05 - $250.93 $224,671 - $256,199
1,021 Added 5.02%
21,373 $4.76 Million
Q2 2021

Aug 06, 2021

SELL
$216.86 - $237.32 $67,443 - $73,806
-311 Reduced 1.51%
20,352 $4.76 Million
Q1 2021

Apr 19, 2021

BUY
$193.25 - $226.15 $278,280 - $325,656
1,440 Added 7.49%
20,663 $4.38 Million
Q4 2020

Feb 04, 2021

BUY
$180.87 - $218.73 $139,812 - $169,078
773 Added 4.19%
19,223 $4.21 Million
Q3 2020

Oct 16, 2020

BUY
$189.02 - $216.48 $182,782 - $209,336
967 Added 5.53%
18,450 $3.69 Million
Q2 2020

Jul 15, 2020

BUY
$151.85 - $200.48 $161,264 - $212,909
1,062 Added 6.47%
17,483 $3.38 Million
Q1 2020

Apr 16, 2020

BUY
$135.74 - $213.31 $421,608 - $662,540
3,106 Added 23.33%
16,421 $2.65 Million
Q4 2019

Jan 14, 2020

BUY
$169.83 - $189.39 $206,003 - $229,730
1,213 Added 10.02%
13,315 $2.5 Million
Q3 2019

Oct 15, 2019

BUY
$168.86 - $185.74 $353,592 - $388,939
2,094 Added 20.92%
12,102 $2.08 Million
Q2 2019

Jul 10, 2019

BUY
$157.26 - $173.85 $590,983 - $653,328
3,758 Added 60.13%
10,008 $1.74 Million
Q1 2019

Apr 09, 2019

BUY
$128.13 - $156.19 $454,220 - $553,693
3,545 Added 131.05%
6,250 $976,000
Q4 2018

Feb 20, 2019

BUY
$121.73 - $150.79 $329,279 - $407,886
2,705 New
2,705 $357,000

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
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