MARCUM WEALTH, LLC – Visa Inc. Transaction History
MARCUM WEALTH, LLC portfolio value:
$1.65M
portfolio value
MARCUM WEALTH, 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 | +2.86% | 259 shares | -128K | $177.65 | 9.31K |
| Q2 2022 | share | Increase | +13.02% | 1.04K shares | 6K | $196.89 | 9.05K |
| Q1 2022 | share | Increase | +7.95% | 590 shares | 168K | $221.77 | 8.01K |
| Q4 2021 | share | Decrease | -2.76% | -211 shares | -91K | $217.87 | 7.42K |
| Q3 2021 | share | Increase | +13.16% | 888 shares | 123K | $222.36 | 7.63K |
| Q2 2021 | share | Decrease | -0.85% | -58 shares | 136K | $233.09 | 6.74K |
| Q1 2021 | share | Increase | 0.00% | 6.80K shares | 1.44M | $210.77 | 6.80K |
| Q4 2020 | share | Increase | +3.05% | 43 shares | 36K | $217.41 | 1.45K |
| Q3 2020 | share | Decrease | -14.40% | -237 shares | -36K | $198.46 | 1.40K |
| Q2 2020 | share | Increase | +14.15% | 204 shares | 86K | $191.42 | 1.64K |
| Q1 2020 | share | Increase | 0.00% | 1.44K shares | 232K | $159.39 | 1.44K |