Valeo Financial Advisors, LLC Visa Inc. Transaction History

Valeo Financial Advisors, LLC

$3.97 Billion
Q4 2024

A detailed history of Valeo Financial Advisors, LLC transactions in Visa Inc. stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 61,066 shares of V stock, worth $20.4 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares

61,066

Previous 62,083 1.64%

Holding current value

$20.4 Million

Previous $17.1 Million 13.06%

% of portfolio

0.49%

Previous 0.45%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$273.87 - $320.91 $278,525 - $326,365	-1,017 Reduced 1.64%	61,066 $19.3 Million
Q3 2024 Oct 10, 2024	BUY	$253.74 - $291.56 $168,990 - $194,178	666 Added 1.08%	62,083 $17.1 Million
Q2 2024 Jul 10, 2024	BUY	$262.47 - $281.5 $175,067 - $187,760	667 Added 1.1%	61,417 $16.1 Million
Q1 2024 Apr 25, 2024	BUY	$257.98 - $290.37 $97,774 - $110,050	379 Added 0.63%	60,750 $17 Million
Q1 2024 Apr 19, 2024	BUY	$257.98 - $290.37 $168,976 - $190,192	655 Added 1.1%	60,371 $16.8 Million
Q4 2023 Jan 29, 2024	BUY	$228.81 - $262.38 $92,210 - $105,739	403 Added 0.68%	59,716 $15.5 Million
Q3 2023 Oct 19, 2023	BUY	$229.5 - $248.11 $509,949 - $551,300	2,222 Added 3.89%	59,313 $13.6 Million
Q2 2023 Jul 14, 2023	SELL	$221.03 - $237.48 $208,210 - $223,706	-942 Reduced 1.62%	57,091 $13.6 Million
Q1 2023 Apr 17, 2023	BUY	$207.4 - $231.44 $704,745 - $786,433	3,398 Added 6.22%	58,033 $13.1 Million
Q4 2022 Feb 09, 2023	BUY	$179.14 - $217.69 $1.14 Million - $1.39 Million	6,388 Added 13.24%	54,635 $11.4 Million
Q3 2022 Oct 31, 2022	BUY	$177.28 - $217.14 $139,342 - $170,672	786 Added 1.66%	48,247 $8.57 Million
Q2 2022 Aug 03, 2022	SELL	$189.05 - $227.74 $259,376 - $312,459	-1,372 Reduced 2.81%	47,461 $9.34 Million
Q1 2022 Apr 28, 2022	BUY	$190.7 - $235.42 $606,235 - $748,400	3,179 Added 6.96%	48,833 $10.8 Million
Q4 2021 Jan 07, 2022	SELL	$190.16 - $233.88 $8,747 - $10,758	-46 Reduced 0.1%	45,654 $9.89 Million
Q3 2021 Nov 02, 2021	BUY	$220.05 - $250.93 $365,283 - $416,543	1,660 Added 3.77%	45,700 $10.2 Million
Q2 2021 Jul 22, 2021	SELL	$216.86 - $237.32 $3.54 Million - $3.87 Million	-16,320 Reduced 27.04%	44,040 $10.3 Million
Q1 2021 Apr 12, 2021	SELL	$193.25 - $226.15 $15.9 Million - $18.7 Million	-82,507 Reduced 57.75%	60,360 $12.8 Million
Q4 2020 Feb 11, 2021	BUY	$180.87 - $218.73 $18 Million - $21.7 Million	99,247 Added 227.53%	142,867 $12.9 Million
Q3 2020 Oct 28, 2020	BUY	$189.02 - $216.48 $226,067 - $258,910	1,196 Added 2.82%	43,620 $8.72 Million
Q2 2020 Jul 20, 2020	BUY	$151.85 - $200.48 $161,872 - $213,711	1,066 Added 2.58%	42,424 $8.2 Million
Q1 2020 Apr 13, 2020	BUY	$135.74 - $213.31 $12,623 - $19,837	93 Added 0.23%	41,358 $7.18 Million
Q4 2019 Jan 24, 2020	BUY	$169.83 - $189.39 $128,731 - $143,557	758 Added 1.87%	41,265 $7.75 Million
Q3 2019 Oct 15, 2019	BUY	$168.86 - $185.74 $333,329 - $366,650	1,974 Added 5.12%	40,507 $6.97 Million
Q2 2019 Jul 10, 2019	BUY	$157.26 - $173.85 $527,921 - $583,614	3,357 Added 9.54%	38,533 $6.69 Million
Q1 2019 Apr 12, 2019	BUY	$128.13 - $156.19 $83,540 - $101,835	652 Added 1.89%	35,176 $5.49 Million
Q4 2018 Jan 30, 2019	SELL	$121.73 - $150.79 $34,084 - $42,221	-280 Reduced 0.8%	34,524 $4.56 Million
Q3 2018 Nov 01, 2018	BUY	$131.45 - $150.09 $108,051 - $123,373	822 Added 2.42%	34,804 $4.79 Million
Q2 2018 Aug 14, 2018	BUY	$117.7 - $136.28 $176,785 - $204,692	1,502 Added 4.62%	33,982 $4.76 Million
Q1 2018 Apr 12, 2018	BUY	$113.86 - $126.32 $133,216 - $147,794	1,170 Added 3.74%	32,480 $3.89 Million
Q4 2017 Feb 09, 2018	BUY	$105.31 - $114.35 $449,884 - $488,503	4,272 Added 15.8%	31,310 $3.57 Million
Q3 2017 Nov 14, 2017	BUY	$99.49 - $106.21 $2.69 Million - $2.87 Million	27,038	27,038 $2.85 Million

Others Institutions Holding V

# of Institutions

4,673

Shares Held

1.47B

Call Options Held

16.5M

Put Options Held

18.8M

View Full List

About VISA INC.

Ticker V
Exchange NYSE
Sector Financial Services
Industry Credit Services
Shares Outstandng 1,635,010,048
Market Cap $547B
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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Valeo Financial Advisors, LLC Visa Inc. Transaction History