MCKINLEY CARTER WEALTH SERVICES, INC. – Visa Inc. Transaction History
MCKINLEY CARTER WEALTH SERVICES, INC. portfolio value:
$956,000
portfolio value
MCKINLEY CARTER WEALTH SERVICES, 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 | Increase | +2.32% | 122 shares | -79K | $177.65 | 5.37K |
| Q2 2022 | share | Decrease | -1.87% | -100 shares | -153K | $196.89 | 5.25K |
| Q1 2022 | share | Increase | +28.43% | 1.18K shares | 284K | $221.77 | 5.35K |
| Q4 2021 | share | Decrease | -1.32% | -56 shares | -38K | $217.87 | 4.17K |
| Q3 2021 | share | Increase | +1.68% | 70 shares | -30K | $222.36 | 4.22K |
| Q2 2021 | share | Decrease | -6.08% | -269 shares | 35K | $233.09 | 4.15K |
| Q1 2021 | share | Increase | +1.86% | 81 shares | -14K | $210.77 | 4.42K |
| Q4 2020 | share | Decrease | -2.07% | -92 shares | 64K | $217.41 | 4.34K |
| Q3 2020 | share | Increase | +2.33% | 101 shares | 49K | $198.46 | 4.43K |
| Q2 2020 | share | Increase | +10.87% | 425 shares | 208K | $191.42 | 4.33K |
| Q1 2020 | share | Decrease | -5.58% | -231 shares | -148K | $159.39 | 3.91K |
| Q4 2019 | share | Decrease | -16.15% | -798 shares | -72K | $185.61 | 4.14K |
| Q3 2019 | share | Increase | +0.39% | 19 shares | -4K | $169.63 | 4.94K |
| Q2 2019 | share | Increase | +1.61% | 78 shares | 98K | $170.91 | 4.92K |
| Q1 2019 | share | Increase | +0.02% | 1 shares | 117K | $153.58 | 4.84K |
| Q4 2018 | share | Decrease | -1.14% | -56 shares | -96K | $129.51 | 4.84K |
| Q3 2018 | share | Increase | +1.20% | 58 shares | 94K | $147.06 | 4.89K |
| Q2 2018 | share | Increase | +45.83% | 1.52K shares | 244K | $129.59 | 4.84K |
| Q1 2018 | share | Decrease | -1.92% | -65 shares | 11K | $116.85 | 3.31K |
| Q4 2017 | share | Decrease | -15.78% | -634 shares | -37K | $111.18 | 3.38K |
| Q3 2017 | share | Decrease | -3.55% | -148 shares | 32K | $102.44 | 4.01K |
| Q2 2017 | share | Decrease | -0.29% | -12 shares | 20K | $91.14 | 4.16K |
| Q1 2017 | share | Increase | +6.61% | 259 shares | 65K | $86.21 | 4.17K |
| Q4 2016 | share | Increase | +0.05% | 2 shares | -18K | $75.55 | 3.91K |
| Q3 2016 | share | Increase | +0.03% | 1 shares | 34K | $79.91 | 3.91K |
| Q2 2016 | share | Increase | +3.93% | 148 shares | 2K | $71.55 | 3.91K |
| Q1 2016 | share | Decrease | -15.44% | -688 shares | -58K | $73.64 | 3.76K |