LIBERTY WEALTH MANAGEMENT LLC – Visa Inc. Transaction History
LIBERTY WEALTH MANAGEMENT LLC portfolio value:
$652,000
portfolio value
LIBERTY 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 | +11.82% | 388 shares | 6K | $177.65 | 3.67K |
| Q2 2022 | share | Increase | +6.49% | 200 shares | -40K | $196.89 | 3.28K |
| Q1 2022 | share | Increase | +0.78% | 24 shares | 24K | $221.77 | 3.08K |
| Q4 2021 | share | Decrease | -15.24% | -550 shares | -139K | $217.87 | 3.05K |
| Q3 2021 | share | Increase | +18.72% | 569 shares | 90K | $222.36 | 3.60K |
| Q2 2021 | share | Decrease | -1.40% | -43 shares | 100K | $233.09 | 3.03K |
| Q1 2021 | share | 0.00% | 0 shares | 0 | $210.77 | 3.08K | |
| Q4 2020 | share | Decrease | -1.50% | -47 shares | -15K | $217.41 | 3.08K |
| Q3 2020 | share | Increase | +125.59% | 1.74K shares | 358K | $198.46 | 3.12K |
| Q2 2020 | share | Increase | +31.47% | 332 shares | 98K | $191.42 | 1.38K |
| Q1 2020 | share | Decrease | -2.31% | -25 shares | -33K | $159.39 | 1.05K |
| Q4 2019 | share | Increase | +0.84% | 9 shares | 19K | $185.61 | 1.08K |
| Q3 2019 | share | Decrease | -72.87% | -2.87K shares | -501K | $169.63 | 1.07K |
| Q2 2019 | share | Increase | +222.02% | 2.72K shares | 494K | $170.91 | 3.94K |
| Q1 2019 | share | Increase | +5.87% | 68 shares | 39K | $153.58 | 1.22K |
| Q4 2018 | share | Increase | 0.00% | 1.15K shares | 152K | $129.51 | 1.15K |