SUMMIT PLACE FINANCIAL ADVISORS, LLC – Visa Inc. Transaction History
SUMMIT PLACE FINANCIAL ADVISORS, LLC portfolio value:
$1.83M
portfolio value
SUMMIT PLACE FINANCIAL 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 | Decrease | -1.67% | -175 shares | -233K | $177.65 | 10.32K |
| Q2 2022 | share | Decrease | -3.00% | -325 shares | -334K | $196.89 | 10.5K |
| Q1 2022 | share | Decrease | -1.72% | -190 shares | 14K | $221.77 | 10.82K |
| Q4 2021 | share | Increase | +12.86% | 1.25K shares | 213K | $217.87 | 11.01K |
| Q3 2021 | share | Increase | +1.24% | 120 shares | -80K | $222.36 | 9.76K |
| Q2 2021 | share | Decrease | -0.41% | -40 shares | 204K | $233.09 | 9.64K |
| Q1 2021 | share | Decrease | -0.46% | -45 shares | -77K | $210.77 | 9.68K |
| Q4 2020 | share | Increase | +9.95% | 880 shares | 358K | $217.41 | 9.72K |
| Q3 2020 | share | Increase | 0.00% | 8.84K shares | 1.76M | $198.46 | 8.84K |
| Q1 2020 | share | Decrease | -100.00% | -10.92K shares | -2.05M | $159.39 | 0 |
| Q4 2019 | share | Increase | 0.00% | 10.92K shares | 2.05M | $185.61 | 10.92K |