HERITAGE WEALTH ADVISORS – Visa Inc. Transaction History
HERITAGE WEALTH ADVISORS portfolio value:
$3.75M
portfolio value
HERITAGE WEALTH ADVISORS 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 | -0.40% | -84 shares | -423K | $177.65 | 21.12K |
| Q2 2022 | share | Decrease | -0.22% | -46 shares | -538K | $196.89 | 21.21K |
| Q1 2022 | share | Increase | +0.25% | 53 shares | 119K | $221.77 | 21.25K |
| Q4 2021 | share | Increase | +4.33% | 880 shares | 67.94K | $217.87 | 21.20K |
| Q3 2021 | share | 0.00% | 0 shares | -224.98K | $222.36 | 20.32K | |
| Q2 2021 | share | Decrease | -32.48% | -9.77K shares | -1.62M | $233.09 | 20.32K |
| Q1 2021 | share | Decrease | -39.81% | -19.91K shares | -4.56M | $210.77 | 30.1K |
| Q4 2020 | share | Increase | +281.12% | 36.88K shares | 8.31M | $217.41 | 50.01K |
| Q3 2020 | share | 0.00% | 0 shares | 89.23K | $198.46 | 13.12K | |
| Q2 2020 | share | Increase | +7.67% | 935 shares | 571.21K | $191.42 | 13.12K |
| Q1 2020 | share | 0.00% | 0 shares | -326.37K | $159.39 | 12.18K | |
| Q4 2019 | share | Increase | +0.33% | 40 shares | 200.95K | $185.61 | 12.18K |
| Q3 2019 | share | Decrease | -8.69% | -1.15K shares | -219.82K | $169.63 | 12.14K |
| Q2 2019 | share | Increase | +33.79% | 3.36K shares | 755.82K | $170.91 | 13.30K |
| Q1 2019 | share | 0.00% | 0 shares | 241.99K | $153.58 | 9.94K | |
| Q4 2018 | share | Decrease | -0.80% | -80 shares | -193K | $129.51 | 9.94K |
| Q3 2018 | share | Decrease | -2.43% | -250 shares | 142K | $147.06 | 10.02K |
| Q2 2018 | share | 0.00% | 0 shares | 133K | $129.59 | 10.27K | |
| Q1 2018 | share | Decrease | -2.84% | -300 shares | 25K | $116.85 | 10.27K |
| Q4 2017 | share | Increase | +7.92% | 776 shares | 172K | $111.18 | 10.57K |
| Q3 2017 | share | Increase | +10.68% | 945 shares | 203K | $102.44 | 9.79K |
| Q2 2017 | share | Increase | +45.11% | 2.75K shares | 288K | $91.14 | 8.85K |
| Q1 2017 | share | Increase | +4.92% | 286 shares | 87K | $86.21 | 6.1K |
| Q4 2016 | share | Increase | +6.72% | 366 shares | 5K | $75.55 | 5.81K |
| Q3 2016 | share | Increase | +37.58% | 1.48K shares | 154K | $79.91 | 5.44K |
| Q2 2016 | share | Increase | 0.00% | 3.96K shares | 295K | $71.55 | 3.96K |