HERITAGE WEALTH MANAGEMENT, LLC – Visa Inc. Transaction History
HERITAGE WEALTH MANAGEMENT, LLC portfolio value:
$2.17M
portfolio value
HERITAGE 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 | +5.66% | 656 shares | -106.57K | $177.65 | 12.23K |
| Q2 2022 | share | Decrease | -3.52% | -422 shares | -381.43K | $196.89 | 11.58K |
| Q1 2022 | share | Increase | +30.14% | 2.78K shares | 607K | $221.77 | 12.00K |
| Q3 2021 | share | Increase | +10.04% | 842 shares | 95K | $222.36 | 9.22K |
| Q2 2021 | share | Decrease | -1.84% | -157 shares | 152K | $233.09 | 8.38K |
| Q1 2021 | share | Increase | 0.00% | 8.54K shares | 1.80M | $210.77 | 8.54K |