A detailed history of Tobias Financial Advisors, Inc. transactions in Visa Inc. stock. As of the latest transaction made, Tobias Financial Advisors, Inc. holds 2,406 shares of V stock, worth $750,238. This represents 0.14% of its overall portfolio holdings.

Number of Shares
2,406
Previous 2,402 0.17%
Holding current value
$750,238
Previous $630,000 4.92%
% of portfolio
0.14%
Previous 0.14%

Shares

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

Oct 30, 2024

BUY
$253.74 - $291.56 $1,014 - $1,166
4 Added 0.17%
2,406 $661,000
Q2 2024

Aug 13, 2024

BUY
$262.47 - $281.5 $41,207 - $44,195
157 Added 6.99%
2,402 $630,000
Q1 2024

May 02, 2024

BUY
$257.98 - $290.37 $162,785 - $183,223
631 Added 39.1%
2,245 $626,000
Q4 2023

Feb 14, 2024

BUY
$228.81 - $262.38 $14,186 - $16,267
62 Added 3.99%
1,614 $420,000
Q3 2023

Nov 03, 2023

SELL
$229.5 - $248.11 $5,278 - $5,706
-23 Reduced 1.46%
1,552 $356,000
Q1 2023

Apr 24, 2023

BUY
$207.4 - $231.44 $4,770 - $5,323
23 Added 1.48%
1,575 $355,000
Q4 2022

Feb 13, 2023

BUY
$179.14 - $217.69 $6,449 - $7,836
36 Added 2.37%
1,552 $322,000
Q3 2022

Nov 14, 2022

BUY
$177.28 - $217.14 $8,864 - $10,857
50 Added 3.41%
1,516 $269,000
Q1 2022

May 09, 2022

BUY
$190.7 - $235.42 $279,566 - $345,125
1,466 New
1,466 $325,000
Q4 2021

Feb 09, 2022

SELL
$190.16 - $233.88 $278,774 - $342,868
-1,466 Closed
0 $0
Q2 2021

Aug 12, 2021

BUY
$216.86 - $237.32 $11,493 - $12,577
53 Added 3.75%
1,466 $343,000
Q3 2020

Nov 05, 2020

SELL
$189.02 - $216.48 $25,328 - $29,008
-134 Reduced 8.66%
1,413 $283,000
Q2 2020

Nov 05, 2020

BUY
$151.85 - $200.48 $9,414 - $12,429
62 Added 4.18%
1,547 $299,000
Q4 2019

Feb 04, 2020

BUY
$169.83 - $189.39 $252,197 - $281,244
1,485 New
1,485 $279,000

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 $510B
  • 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 Tobias Financial Advisors, Inc. Portfolio

Follow Tobias Financial Advisors, Inc. 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 Tobias Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Tobias Financial Advisors, Inc. with notifications on news.