INSTITUTE FOR WEALTH MANAGEMENT, LLC. – Visa Inc. Transaction History
INSTITUTE FOR WEALTH MANAGEMENT, LLC. portfolio value:
$2.57M
portfolio value
INSTITUTE FOR 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 | Increase | +0.31% | 45 shares | -269K | $177.65 | 14.46K |
| Q2 2022 | share | Increase | +2.12% | 299 shares | -293K | $196.89 | 14.42K |
| Q1 2022 | share | Decrease | -0.39% | -55 shares | 60K | $221.77 | 14.12K |
| Q4 2021 | share | Increase | +1.42% | 199 shares | -42K | $217.87 | 14.17K |
| Q3 2021 | share | Increase | +4.16% | 558 shares | -24K | $222.36 | 13.97K |
| Q2 2021 | share | Decrease | -0.04% | -5 shares | 296K | $233.09 | 13.42K |
| Q1 2021 | share | Decrease | -1.20% | -163 shares | -130K | $210.77 | 13.42K |
| Q4 2020 | share | Increase | +4.85% | 629 shares | 381K | $217.41 | 13.58K |
| Q3 2020 | share | Increase | +2.61% | 330 shares | 151K | $198.46 | 12.95K |
| Q2 2020 | share | Increase | +6.00% | 715 shares | 520K | $191.42 | 12.62K |
| Q1 2020 | share | Decrease | -11.41% | -1.53K shares | -607K | $159.39 | 11.91K |
| Q4 2019 | share | Decrease | -0.04% | -6 shares | 213K | $185.61 | 13.44K |
| Q3 2019 | share | Decrease | -8.48% | -1.24K shares | -238K | $169.63 | 13.45K |
| Q2 2019 | share | Decrease | -8.48% | -1.36K shares | 43K | $170.91 | 14.70K |
| Q1 2019 | share | Decrease | -0.44% | -71 shares | 380K | $153.58 | 16.06K |
| Q4 2018 | share | Increase | +27.16% | 3.44K shares | 236K | $129.51 | 16.13K |
| Q3 2018 | share | Increase | +1.73% | 216 shares | 249K | $147.06 | 12.68K |
| Q2 2018 | share | Increase | +0.31% | 39 shares | 69K | $129.59 | 12.47K |
| Q1 2018 | share | Increase | +6.78% | 790 shares | 243K | $116.85 | 12.43K |
| Q4 2017 | share | Decrease | -3.22% | -387 shares | 65K | $111.18 | 11.64K |
| Q3 2017 | share | Increase | +8.79% | 972 shares | 226K | $102.44 | 12.03K |
| Q2 2017 | share | Increase | 0.00% | 11.05K shares | 1.04M | $91.14 | 11.05K |