True Private Wealth Advisors Visa Inc. Transaction History

True Private Wealth Advisors

$799 Million
Q3 2024

A detailed history of True Private Wealth Advisors transactions in Visa Inc. stock. As of the latest transaction made, True Private Wealth Advisors holds 4,072 shares of V stock, worth $1.29 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

4,072

Previous 4,927 17.35%

Holding current value

$1.29 Million

Previous $1.29 Million 13.46%

% of portfolio

0.14%

Previous 0.15%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$253.74 - $291.56 $216,947 - $249,283	-855 Reduced 17.35%	4,072 $1.12 Million
Q2 2024 Jul 16, 2024	BUY	$262.47 - $281.5 $7,874 - $8,445	30 Added 0.61%	4,927 $1.29 Million
Q1 2024 Apr 25, 2024	SELL	$257.98 - $290.37 $377,682 - $425,101	-1,464 Reduced 23.02%	4,897 $1.37 Million
Q4 2023 Jan 30, 2024	SELL	$228.81 - $262.38 $40,956 - $46,966	-179 Reduced 2.74%	6,361 $1.66 Million
Q3 2023 Nov 13, 2023	BUY	$229.5 - $248.11 $85,833 - $92,793	374 Added 6.07%	6,540 $1.5 Million
Q2 2023 Aug 11, 2023	SELL	$221.03 - $237.48 $4,199 - $4,512	-19 Reduced 0.31%	6,166 $1.46 Million
Q1 2023 May 11, 2023	BUY	$207.4 - $231.44 $2,903 - $3,240	14 Added 0.23%	6,185 $1.39 Million
Q4 2022 Feb 14, 2023	BUY	$179.14 - $217.69 $7,523 - $9,142	42 Added 0.69%	6,171 $1.28 Million
Q3 2022 Nov 04, 2022	SELL	$177.28 - $217.14 $28,364 - $34,742	-160 Reduced 2.54%	6,129 $1.09 Million
Q2 2022 Jul 28, 2022	SELL	$189.05 - $227.74 $7,372 - $8,881	-39 Reduced 0.62%	6,289 $1.24 Million
Q1 2022 May 09, 2022	BUY	$190.7 - $235.42 $68,652 - $84,751	360 Added 6.03%	6,328 $1.36 Million
Q4 2021 Feb 11, 2022	SELL	$190.16 - $233.88 $295,888 - $363,917	-1,556 Reduced 20.68%	5,968 $1.29 Million
Q3 2021 Nov 05, 2021	SELL	$220.05 - $250.93 $88,240 - $100,622	-401 Reduced 5.06%	7,524 $1.68 Million
Q2 2021 Aug 10, 2021	SELL	$216.86 - $237.32 $13,011 - $14,239	-60 Reduced 0.75%	7,925 $1.85 Million
Q1 2021 May 12, 2021	BUY	$193.25 - $226.15 $179,915 - $210,545	931 Added 13.2%	7,985 $1.69 Million
Q4 2020 Jan 11, 2021	BUY	$180.87 - $218.73 $153,739 - $185,920	850 Added 13.7%	7,054 $1.54 Million
Q3 2020 Oct 09, 2020	BUY	$189.02 - $216.48 $65,967 - $75,551	349 Added 5.96%	6,204 $1.24 Million
Q2 2020 Jul 07, 2020	BUY	$151.85 - $200.48 $94,450 - $124,698	622 Added 11.89%	5,855 $1.13 Million
Q1 2020 Apr 20, 2020	SELL	$135.74 - $213.31 $177,276 - $278,582	-1,306 Reduced 19.97%	5,233 $843,000
Q4 2019 Jan 27, 2020	BUY	$169.83 - $189.39 $196,663 - $219,313	1,158 Added 21.52%	6,539 $1.23 Million
Q3 2019 Oct 09, 2019	SELL	$168.86 - $185.74 $13,002 - $14,301	-77 Reduced 1.41%	5,381 $925,000
Q2 2019 Aug 01, 2019	SELL	$157.26 - $173.85 $40,415 - $44,679	-257 Reduced 4.5%	5,458 $947,000
Q1 2019 Apr 25, 2019	SELL	$128.13 - $156.19 $830,282 - $1.01 Million	-6,480 Reduced 53.14%	5,715 $892,000
Q4 2018 Jan 14, 2019	BUY	$121.73 - $150.79 $19,233 - $23,824	158 Added 1.31%	12,195 $1.61 Million
Q3 2018 Oct 18, 2018	BUY	$131.45 - $150.09 $11,436 - $13,057	87 Added 0.73%	12,037 $0
Q2 2018 Jul 13, 2018	BUY	$117.7 - $136.28 $542,361 - $627,978	4,608 Added 62.76%	11,950 $1.58 Million
Q1 2018 Apr 25, 2018	BUY	$113.86 - $126.32 $38,256 - $42,443	336 Added 4.8%	7,342 $878,000
Q4 2017 Jan 19, 2018	BUY	$105.31 - $114.35 $737,801 - $801,136	7,006	7,006 $798,000

Others Institutions Holding V

# of Institutions

4,249

Shares Held

1.45B

Call Options Held

13.4M

Put Options Held

12.1M

View Full List

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...

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True Private Wealth Advisors Visa Inc. Transaction History