A detailed history of Heritage Wealth Advisors transactions in Visa Inc. stock. As of the latest transaction made, Heritage Wealth Advisors holds 20,118 shares of V stock, worth $6.45 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
20,118
Previous 19,745 1.89%
Holding current value
$6.45 Million
Previous $5.18 Million 6.73%
% of portfolio
0.27%
Previous 0.24%

Shares

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

Nov 12, 2024

BUY
$253.74 - $291.56 $94,645 - $108,751
373 Added 1.89%
20,118 $5.53 Million
Q2 2024

Dec 12, 2024

SELL
$262.47 - $281.5 $66,929 - $71,782
-255 Reduced 1.28%
19,745 $5.18 Million
Q2 2024

Aug 05, 2024

BUY
$262.47 - $281.5 $5.02 Million - $5.39 Million
19,145 Added 3190.83%
19,745 $5.18 Million
Q1 2024

Dec 12, 2024

SELL
$257.98 - $290.37 $18,058 - $20,325
-70 Reduced 0.35%
20,000 $5.58 Million
Q1 2024

May 08, 2024

SELL
$257.98 - $290.37 $4.99 Million - $5.61 Million
-19,336 Reduced 96.99%
600 $167,000
Q4 2023

Dec 12, 2024

SELL
$228.81 - $262.38 $405,908 - $465,462
-1,774 Reduced 8.12%
20,070 $5.23 Million
Q4 2023

Feb 09, 2024

SELL
$228.81 - $262.38 $436,569 - $500,621
-1,908 Reduced 8.73%
19,936 $5.19 Million
Q3 2023

Dec 12, 2024

BUY
$229.5 - $248.11 $32,589 - $35,231
142 Added 0.65%
21,844 $5.02 Million
Q3 2023

Nov 08, 2023

BUY
$229.5 - $248.11 $32,589 - $35,231
142 Added 0.65%
21,844 $5.02 Million
Q2 2023

Dec 12, 2024

BUY
$221.03 - $237.48 $350,111 - $376,168
1,584 Added 7.87%
21,702 $5.15 Million
Q2 2023

Aug 09, 2023

SELL
$221.03 - $237.48 $11,714 - $12,586
-53 Reduced 0.24%
21,702 $5.15 Million
Q1 2023

May 04, 2023

BUY
$207.4 - $231.44 $77,982 - $87,021
376 Added 1.76%
21,755 $4.9 Million
Q4 2022

Dec 12, 2024

BUY
$179.14 - $217.69 $45,143 - $54,857
252 Added 1.19%
21,379 $4.44 Million
Q4 2022

Feb 06, 2023

BUY
$179.14 - $217.69 $45,143 - $54,857
252 Added 1.19%
21,379 $4.44 Million
Q3 2022

Dec 12, 2024

BUY
$177.28 - $217.14 $178,875 - $219,094
1,009 Added 5.02%
21,127 $3.75 Million
Q3 2022

Nov 10, 2022

SELL
$177.28 - $217.14 $14,891 - $18,239
-84 Reduced 0.4%
21,127 $3.75 Million
Q2 2022

Aug 04, 2022

SELL
$189.05 - $227.74 $8,696 - $10,476
-46 Reduced 0.22%
21,211 $4.18 Million
Q1 2022

May 11, 2022

BUY
$190.7 - $235.42 $10,107 - $12,477
53 Added 0.25%
21,257 $4.71 Million
Q4 2021

Feb 02, 2022

BUY
$190.16 - $233.88 $167,340 - $205,814
880 Added 4.33%
21,204 $4.6 Million
Q2 2021

Aug 09, 2021

SELL
$216.86 - $237.32 $6.44 Million - $7.05 Million
-29,686 Reduced 59.36%
20,324 $4.75 Million
Q2 2021

Jul 27, 2021

BUY
$216.86 - $237.32 $4.32 Million - $4.73 Million
19,910 Added 66.15%
50,010 $10.9 Million
Q1 2021

Apr 27, 2021

SELL
$193.25 - $226.15 $3.85 Million - $4.5 Million
-19,910 Reduced 39.81%
30,100 $6.37 Million
Q4 2020

Feb 01, 2021

BUY
$180.87 - $218.73 $6.67 Million - $8.07 Million
36,888 Added 281.12%
50,010 $10.9 Million
Q2 2020

Jul 17, 2020

SELL
$151.85 - $200.48 $1.85 Million - $2.44 Million
-12,164 Reduced 99.81%
23 $2.53 Million
Q2 2020

Jul 17, 2020

BUY
$151.85 - $200.48 $1.99 Million - $2.63 Million
13,099 Added 56952.17%
13,122 $2.53 Million
Q4 2019

Feb 04, 2020

BUY
$169.83 - $189.39 $6,793 - $7,575
40 Added 0.33%
12,187 $2.29 Million
Q3 2019

Oct 30, 2019

SELL
$168.86 - $185.74 $195,202 - $214,715
-1,156 Reduced 8.69%
12,147 $2.09 Million
Q2 2019

Aug 05, 2019

BUY
$157.26 - $173.85 $528,393 - $584,136
3,360 Added 33.79%
13,303 $0
Q4 2018

Jan 28, 2019

SELL
$121.73 - $150.79 $9,738 - $12,063
-80 Reduced 0.8%
9,943 $1.31 Million
Q3 2018

Nov 14, 2018

SELL
$131.45 - $150.09 $32,862 - $37,522
-250 Reduced 2.43%
10,023 $1.5 Million
Q1 2018

May 10, 2018

SELL
$113.86 - $126.32 $34,158 - $37,896
-300 Reduced 2.84%
10,273 $1.23 Million
Q4 2017

Feb 02, 2018

BUY
$105.31 - $114.35 $81,720 - $88,735
776 Added 7.92%
10,573 $1.2 Million
Q3 2017

Nov 07, 2017

BUY
$99.49 - $106.21 $974,703 - $1.04 Million
9,797
9,797 $1.03 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 $524B
  • 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
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