EVERCORE WEALTH MANAGEMENT, LLC – Visa Inc. Transaction History
EVERCORE WEALTH MANAGEMENT, LLC portfolio value:
$8.07M
portfolio value
EVERCORE WEALTH MANAGEMENT, LLC 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 | -1.66% | -766 shares | -1.02M | $177.65 | 45.44K |
| Q2 2022 | share | Decrease | -0.08% | -39 shares | -1.15M | $196.89 | 46.20K |
| Q1 2022 | share | Increase | +31.41% | 11.05K shares | 2.62M | $221.77 | 46.24K |
| Q4 2021 | share | Decrease | -1.33% | -473 shares | -316K | $217.87 | 35.19K |
| Q3 2021 | share | Decrease | -3.59% | -1.32K shares | -706K | $222.36 | 35.66K |
| Q2 2021 | share | Decrease | -0.60% | -223 shares | 769K | $233.09 | 36.99K |
| Q1 2021 | share | Decrease | -1.22% | -459 shares | -360K | $210.77 | 37.21K |
| Q4 2020 | share | Increase | +11.23% | 3.80K shares | 1.46M | $217.41 | 37.67K |
| Q3 2020 | share | Increase | +2.34% | 776 shares | 381K | $198.46 | 33.87K |
| Q2 2020 | share | Increase | +9.61% | 2.90K shares | 1.52M | $191.42 | 33.09K |
| Q1 2020 | share | Increase | +3.81% | 1.10K shares | -600K | $159.39 | 30.19K |
| Q4 2019 | share | Increase | +5.45% | 1.50K shares | 720K | $185.61 | 29.08K |
| Q3 2019 | share | Increase | +4.60% | 1.21K shares | 168K | $169.63 | 27.58K |
| Q2 2019 | share | Increase | +8.64% | 2.09K shares | 786K | $170.91 | 26.37K |
| Q1 2019 | share | Increase | +26.48% | 5.08K shares | 1.25M | $153.58 | 24.27K |
| Q4 2018 | share | Increase | +13.13% | 2.22K shares | -14K | $129.51 | 19.19K |
| Q3 2018 | share | Increase | +2.65% | 438 shares | 357K | $147.06 | 16.96K |
| Q2 2018 | share | Decrease | -0.38% | -63 shares | 205K | $129.59 | 16.52K |
| Q1 2018 | share | Decrease | -0.52% | -87 shares | 83K | $116.85 | 16.58K |
| Q4 2017 | share | Increase | +4.41% | 705 shares | 220K | $111.18 | 16.67K |
| Q3 2017 | share | Decrease | -0.62% | -100 shares | 174K | $102.44 | 15.97K |
| Q2 2017 | share | Decrease | -5.06% | -856 shares | 2K | $91.14 | 16.07K |
| Q1 2017 | share | Decrease | -10.38% | -1.96K shares | 31K | $86.21 | 16.92K |
| Q4 2016 | share | Increase | +4.98% | 896 shares | -13K | $75.55 | 18.88K |
| Q3 2016 | share | Increase | +9.66% | 1.58K shares | 270K | $79.91 | 17.99K |
| Q2 2016 | share | Decrease | -1.29% | -215 shares | -55K | $71.55 | 16.40K |
| Q1 2016 | share | Increase | +0.16% | 26 shares | -15K | $73.64 | 16.62K |