SUMMIT FINANCIAL WEALTH ADVISORS, LLC – Visa Inc. Transaction History
SUMMIT FINANCIAL WEALTH ADVISORS, LLC portfolio value:
$516,000
portfolio value
SUMMIT FINANCIAL WEALTH ADVISORS, 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 | 0.00% | 0 shares | -25K | $177.65 | 2.52K | |
| Q2 2022 | share | Decrease | -7.34% | -200 shares | -63K | $196.89 | 2.52K |
| Q1 2022 | share | Increase | +8.61% | 216 shares | 46K | $221.77 | 2.72K |
| Q4 2021 | share | Increase | +8.66% | 200 shares | 44K | $217.87 | 2.50K |
| Q3 2021 | share | 0.00% | 0 shares | -26K | $222.36 | 2.30K | |
| Q2 2021 | share | 0.00% | 0 shares | 35K | $233.09 | 2.30K | |
| Q1 2021 | share | 0.00% | 0 shares | 43K | $210.77 | 2.30K | |
| Q4 2020 | share | 0.00% | 0 shares | 35K | $217.41 | 2.30K | |
| Q3 2020 | share | 0.00% | 0 shares | -23K | $198.46 | 2.30K | |
| Q2 2020 | share | Increase | +1.49% | 34 shares | 65K | $191.42 | 2.30K |
| Q1 2020 | share | 0.00% | 0 shares | -74K | $159.39 | 2.27K | |
| Q4 2019 | share | 0.00% | 0 shares | 56K | $185.61 | 2.27K | |
| Q3 2019 | share | 0.00% | 0 shares | 8K | $169.63 | 2.27K | |
| Q2 2019 | share | 0.00% | 0 shares | 35K | $170.91 | 2.27K | |
| Q1 2019 | share | 0.00% | 0 shares | 60K | $153.58 | 2.27K | |
| Q4 2018 | share | 0.00% | 0 shares | -12K | $129.51 | 2.27K | |
| Q3 2018 | share | Decrease | -32.41% | -1.09K shares | -91K | $147.06 | 2.27K |
| Q2 2018 | share | 0.00% | 0 shares | 0 | $129.59 | 3.36K | |
| Q1 2018 | share | 0.00% | 0 shares | 19K | $116.85 | 3.36K | |
| Q4 2017 | share | Increase | +0.57% | 19 shares | 32K | $111.18 | 3.36K |
| Q3 2017 | share | 0.00% | 0 shares | 38K | $102.44 | 3.34K | |
| Q2 2017 | share | Decrease | -2.76% | -95 shares | 8K | $91.14 | 3.34K |
| Q1 2017 | share | 0.00% | 0 shares | 37K | $86.21 | 3.44K | |
| Q4 2016 | share | Decrease | -0.43% | -15 shares | -17K | $75.55 | 3.44K |
| Q3 2016 | share | 0.00% | 0 shares | 30K | $79.91 | 3.45K | |
| Q2 2016 | share | Decrease | -1.28% | -45 shares | -12K | $71.55 | 3.45K |
| Q1 2016 | share | Increase | 0.00% | 3.50K shares | 268K | $73.64 | 3.50K |