A detailed history of Avitas Wealth Management LLC transactions in Visa Inc. stock. As of the latest transaction made, Avitas Wealth Management LLC holds 20,020 shares of V stock, worth $6.38 Million. This represents 0.79% of its overall portfolio holdings.

Number of Shares
20,020
Previous 20,388 1.8%
Holding current value
$6.38 Million
Previous $5.35 Million 2.86%
% of portfolio
0.79%
Previous 0.79%

Shares

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

Oct 25, 2024

SELL
$253.74 - $291.56 $93,376 - $107,294
-368 Reduced 1.8%
20,020 $5.5 Million
Q2 2024

Jul 24, 2024

SELL
$262.47 - $281.5 $101,050 - $108,377
-385 Reduced 1.85%
20,388 $5.35 Million
Q1 2024

Apr 24, 2024

BUY
$257.98 - $290.37 $18,574 - $20,906
72 Added 0.35%
20,773 $5.8 Million
Q4 2023

Jan 24, 2024

BUY
$228.81 - $262.38 $83,744 - $96,031
366 Added 1.8%
20,701 $5.39 Million
Q3 2023

Nov 02, 2023

SELL
$229.5 - $248.11 $62,653 - $67,734
-273 Reduced 1.32%
20,335 $4.68 Million
Q2 2023

Jul 18, 2023

BUY
$221.03 - $237.48 $663 - $712
3 Added 0.01%
20,608 $4.89 Million
Q1 2023

May 15, 2023

SELL
$207.4 - $231.44 $625,311 - $697,791
-3,015 Reduced 12.76%
20,605 $4.65 Million
Q4 2022

Jan 10, 2023

SELL
$179.14 - $217.69 $15,764 - $19,156
-88 Reduced 0.37%
23,620 $0
Q3 2022

Oct 27, 2022

BUY
$177.28 - $217.14 $2.19 Million - $2.68 Million
12,332 Added 108.4%
23,708 $4.21 Million
Q2 2022

Jul 29, 2022

SELL
$189.05 - $227.74 $4.9 Million - $5.9 Million
-25,915 Reduced 69.49%
11,376 $2.24 Million
Q1 2022

Apr 28, 2022

BUY
$190.7 - $235.42 $4.12 Million - $5.08 Million
21,580 Added 137.36%
37,291 $8.27 Million
Q4 2021

Jan 26, 2022

BUY
$190.16 - $233.88 $930,833 - $1.14 Million
4,895 Added 45.26%
15,711 $3.41 Million
Q3 2021

Oct 28, 2021

SELL
$220.05 - $250.93 $19,584 - $22,332
-89 Reduced 0.82%
10,816 $2.41 Million
Q2 2021

Jul 12, 2021

BUY
$216.86 - $237.32 $87,394 - $95,639
403 Added 3.84%
10,905 $2.55 Million
Q1 2021

May 13, 2021

BUY
$193.25 - $226.15 $781,116 - $914,098
4,042 Added 62.57%
10,502 $2.22 Million
Q4 2020

Feb 26, 2021

BUY
$180.87 - $218.73 $36,354 - $43,964
201 Added 3.21%
6,460 $1.41 Million
Q3 2020

Oct 06, 2020

BUY
$189.02 - $216.48 $47,444 - $54,336
251 Added 4.18%
6,259 $1.25 Million
Q2 2020

Jul 30, 2020

SELL
$151.85 - $200.48 $7,288 - $9,623
-48 Reduced 0.79%
6,008 $1.16 Million
Q1 2020

May 13, 2020

SELL
$135.74 - $213.31 $470,339 - $739,119
-3,465 Reduced 36.39%
6,056 $976,000
Q4 2019

Feb 13, 2020

SELL
$169.83 - $189.39 $264,425 - $294,880
-1,557 Reduced 14.05%
9,521 $1.79 Million
Q3 2019

Oct 18, 2019

BUY
$168.86 - $185.74 $6,923 - $7,615
41 Added 0.37%
11,078 $1.91 Million
Q2 2019

Jul 23, 2019

SELL
$157.26 - $173.85 $43,875 - $48,504
-279 Reduced 2.47%
11,037 $1.92 Million
Q1 2019

May 01, 2019

SELL
$128.13 - $156.19 $89,434 - $109,020
-698 Reduced 5.81%
11,316 $1.77 Million
Q4 2018

Feb 08, 2019

SELL
$121.73 - $150.79 $3,530 - $4,372
-29 Reduced 0.24%
12,014 $1.59 Million
Q3 2018

Dec 19, 2018

SELL
$131.45 - $150.09 $21,032 - $24,014
-160 Reduced 1.31%
12,043 $1.81 Million
Q3 2018

Nov 13, 2018

BUY
$131.45 - $150.09 $158,265 - $180,708
1,204 Added 10.95%
12,203 $1.83 Million
Q2 2018

Aug 13, 2018

BUY
$117.7 - $136.28 $1.29 Million - $1.5 Million
10,999 New
10,999 $1.46 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 $521B
  • 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 Avitas Wealth Management LLC Portfolio

Follow Avitas Wealth Management LLC 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 Avitas Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Avitas Wealth Management LLC with notifications on news.