A detailed history of United Asset Strategies, Inc. transactions in Visa Inc. stock. As of the latest transaction made, United Asset Strategies, Inc. holds 14,847 shares of V stock, worth $4.63 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares
14,847
Previous 14,362 3.38%
Holding current value
$4.63 Million
Previous $3.77 Million 8.3%
% of portfolio
0.38%
Previous 0.37%

Shares

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

Oct 28, 2024

BUY
$253.74 - $291.56 $123,063 - $141,406
485 Added 3.38%
14,847 $4.08 Million
Q2 2024

Aug 01, 2024

BUY
$262.47 - $281.5 $834,917 - $895,451
3,181 Added 28.45%
14,362 $3.77 Million
Q1 2024

Apr 23, 2024

SELL
$257.98 - $290.37 $85,133 - $95,822
-330 Reduced 2.87%
11,181 $3.12 Million
Q4 2023

Jan 30, 2024

BUY
$228.81 - $262.38 $57,888 - $66,382
253 Added 2.25%
11,511 $3 Million
Q3 2023

Nov 07, 2023

BUY
$229.5 - $248.11 $81,013 - $87,582
353 Added 3.24%
11,258 $2.59 Million
Q2 2023

Jul 25, 2023

BUY
$221.03 - $237.48 $1.22 Million - $1.31 Million
5,508 Added 102.06%
10,905 $2.59 Million
Q1 2023

Apr 25, 2023

BUY
$207.4 - $231.44 $5,185 - $5,786
25 Added 0.47%
5,397 $1.22 Million
Q4 2022

Jan 26, 2023

BUY
$179.14 - $217.69 $111,425 - $135,403
622 Added 13.09%
5,372 $0
Q3 2022

Oct 24, 2022

BUY
$177.28 - $217.14 $102,113 - $125,072
576 Added 13.8%
4,750 $844,000
Q2 2022

Aug 15, 2022

BUY
$189.05 - $227.74 $440,675 - $530,861
2,331 Added 126.48%
4,174 $822,000
Q1 2022

Apr 29, 2022

SELL
$190.7 - $235.42 $116,708 - $144,077
-612 Reduced 24.93%
1,843 $409,000
Q4 2021

Jan 31, 2022

BUY
$190.16 - $233.88 $12,740 - $15,669
67 Added 2.81%
2,455 $532,000
Q3 2021

Oct 21, 2021

SELL
$220.05 - $250.93 $1,100 - $1,254
-5 Reduced 0.21%
2,388 $532,000
Q2 2021

Jul 19, 2021

SELL
$216.86 - $237.32 $28,842 - $31,563
-133 Reduced 5.27%
2,393 $560,000
Q1 2021

Apr 27, 2021

SELL
$193.25 - $226.15 $106,287 - $124,382
-550 Reduced 17.88%
2,526 $535,000
Q4 2020

Feb 05, 2021

BUY
$180.87 - $218.73 $87,360 - $105,646
483 Added 18.63%
3,076 $673,000
Q3 2020

Nov 03, 2020

SELL
$189.02 - $216.48 $48,389 - $55,418
-256 Reduced 8.99%
2,593 $519,000
Q2 2020

Aug 03, 2020

SELL
$151.85 - $200.48 $62,714 - $82,798
-413 Reduced 12.66%
2,849 $550,000
Q1 2020

May 08, 2020

SELL
$135.74 - $213.31 $57,689 - $90,656
-425 Reduced 11.53%
3,262 $526,000
Q4 2019

Feb 12, 2020

BUY
$169.83 - $189.39 $5,774 - $6,439
34 Added 0.93%
3,687 $693,000
Q3 2019

Nov 01, 2019

BUY
$168.86 - $185.74 $118,708 - $130,575
703 Added 23.83%
3,653 $628,000
Q2 2019

Jul 31, 2019

BUY
$157.26 - $173.85 $51,109 - $56,501
325 Added 12.38%
2,950 $512,000
Q1 2019

May 02, 2019

SELL
$128.13 - $156.19 $12,172 - $14,838
-95 Reduced 3.49%
2,625 $410,000
Q4 2018

Feb 11, 2019

SELL
$121.73 - $150.79 $4,990 - $6,182
-41 Reduced 1.48%
2,720 $359,000
Q3 2018

Nov 07, 2018

SELL
$131.45 - $150.09 $1.32 Million - $1.51 Million
-10,066 Reduced 78.48%
2,761 $414,000
Q2 2018

Aug 07, 2018

BUY
$117.7 - $136.28 $128,410 - $148,681
1,091 Added 9.3%
12,827 $1.7 Million
Q1 2018

May 14, 2018

BUY
$113.86 - $126.32 $15,940 - $17,684
140 Added 1.21%
11,736 $1.4 Million
Q4 2017

Feb 09, 2018

BUY
$105.31 - $114.35 $1.22 Million - $1.33 Million
11,596
11,596 $1.32 Million

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 United Asset Strategies, Inc. Portfolio

Follow United Asset Strategies, 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 United Asset Strategies, Inc., based on Form 13F filings with the SEC.

News

Stay updated on United Asset Strategies, Inc. with notifications on news.