XCEL WEALTH MANAGEMENT, LLC – Visa Inc. Transaction History
XCEL WEALTH MANAGEMENT, LLC portfolio value:
$959,000
portfolio value
XCEL 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 | 0.00% | 0 shares | -103K | $177.65 | 5.39K | |
| Q2 2022 | share | Decrease | -78.05% | -19.18K shares | -4.38M | $196.89 | 5.39K |
| Q1 2022 | share | Decrease | -13.37% | -3.79K shares | -698K | $221.77 | 24.58K |
| Q4 2021 | share | Increase | +0.19% | 54 shares | -160K | $217.87 | 28.37K |
| Q3 2021 | share | 0.00% | 0 shares | -313K | $222.36 | 28.32K | |
| Q2 2021 | share | Decrease | -4.02% | -1.18K shares | 374K | $233.09 | 28.32K |
| Q1 2021 | share | Increase | +5.51% | 1.54K shares | 131K | $210.77 | 29.50K |
| Q4 2020 | share | Decrease | -1.76% | -500 shares | 425K | $217.41 | 27.96K |
| Q3 2020 | share | Decrease | -0.33% | -95 shares | 175K | $198.46 | 28.46K |
| Q2 2020 | share | Increase | +35.85% | 7.53K shares | 2.13M | $191.42 | 28.56K |
| Q1 2020 | share | Decrease | -5.08% | -1.12K shares | -774K | $159.39 | 21.02K |
| Q4 2019 | share | Decrease | -1.12% | -250 shares | 308K | $185.61 | 22.15K |
| Q3 2019 | share | Increase | +1.13% | 250 shares | 9K | $169.63 | 22.4K |
| Q2 2019 | share | 0.00% | 0 shares | 385K | $170.91 | 22.15K | |
| Q1 2019 | share | Increase | +8.58% | 1.75K shares | 768K | $153.58 | 22.15K |
| Q4 2018 | share | Increase | 0.00% | 20.4K shares | 2.69M | $129.51 | 20.4K |