IMA WEALTH, INC. – Visa Inc. Transaction History
IMA WEALTH, INC. portfolio value:
$2.04M
portfolio value
IMA WEALTH, INC. quarter portfolio value change:
-9.77%
quarter
Visa Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -3.53% | -422 shares | -305K | $177.65 | 11.52K |
| Q2 2022 | share | Increase | +2.10% | 246 shares | -243K | $196.89 | 11.95K |
| Q1 2022 | share | Increase | +5.80% | 642 shares | 199K | $221.77 | 11.70K |
| Q4 2021 | share | Increase | +4.01% | 426 shares | 28K | $217.87 | 11.06K |
| Q3 2021 | share | Increase | +1.36% | 143 shares | -84K | $222.36 | 10.63K |
| Q2 2021 | share | Increase | +14.74% | 1.34K shares | 517K | $233.09 | 10.49K |
| Q1 2021 | share | Increase | +4.15% | 364 shares | 15K | $210.77 | 9.14K |
| Q4 2020 | share | Decrease | -28.35% | -3.47K shares | -530K | $217.41 | 8.78K |
| Q3 2020 | share | Decrease | -14.34% | -2.05K shares | -313K | $198.46 | 12.25K |
| Q2 2020 | share | Decrease | -1.09% | -157 shares | 434K | $191.42 | 14.30K |
| Q1 2020 | share | Decrease | -19.68% | -3.54K shares | -1.05M | $159.39 | 14.46K |
| Q4 2019 | share | Decrease | -5.32% | -1.01K shares | 113K | $185.61 | 18.00K |
| Q3 2019 | share | Increase | +2.91% | 537 shares | 63K | $169.63 | 19.01K |
| Q2 2019 | share | Increase | +3.47% | 619 shares | 418K | $170.91 | 18.48K |
| Q1 2019 | share | Increase | +28.38% | 3.94K shares | 954K | $153.58 | 17.86K |
| Q4 2018 | share | Increase | +28.81% | 3.11K shares | 215K | $129.51 | 13.91K |
| Q3 2018 | share | Decrease | -2.78% | -309 shares | 149K | $147.06 | 10.80K |
| Q2 2018 | share | Decrease | -18.11% | -2.45K shares | -151K | $129.59 | 11.11K |
| Q1 2018 | share | Increase | 0.00% | 13.56K shares | 1.62M | $116.85 | 13.56K |
| Q4 2017 | share | Increase | +2.28% | 306 shares | 153K | $111.18 | 13.70K |
| Q3 2017 | share | Decrease | -0.39% | -53 shares | 149K | $102.44 | 13.39K |
| Q2 2017 | share | Increase | 0.00% | 13.45K shares | 1.26M | $91.14 | 13.45K |