A detailed history of Balboa Wealth Partners transactions in Visa Inc. stock. As of the latest transaction made, Balboa Wealth Partners holds 6,619 shares of V stock, worth $2.11 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares
6,619
Previous 7,583 12.71%
Holding current value
$2.11 Million
Previous $1.99 Million 8.59%
% of portfolio
0.47%
Previous 0.54%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024

SELL
$253.74 - $291.56 $244,605 - $281,063
-964 Reduced 12.71%
6,619 $1.82 Million
Q2 2024

Aug 13, 2024

SELL
$262.47 - $281.5 $894,497 - $959,352
-3,408 Reduced 31.01%
7,583 $1.99 Million
Q1 2024

May 13, 2024

BUY
$257.98 - $290.37 $400,384 - $450,654
1,552 Added 16.44%
10,991 $3.07 Million
Q4 2023

Feb 09, 2024

BUY
$228.81 - $262.38 $323,079 - $370,480
1,412 Added 17.59%
9,439 $2.46 Million
Q3 2023

Oct 23, 2023

SELL
$229.5 - $248.11 $86,751 - $93,785
-378 Reduced 4.5%
8,027 $1.85 Million
Q2 2023

Aug 08, 2023

BUY
$221.03 - $237.48 $26,302 - $28,260
119 Added 1.44%
8,405 $2 Million
Q1 2023

May 11, 2023

BUY
$207.4 - $231.44 $57,035 - $63,646
275 Added 3.43%
8,286 $1.87 Million
Q4 2022

Feb 14, 2023

SELL
$179.14 - $217.69 $1.35 Million - $1.64 Million
-7,525 Reduced 48.44%
8,011 $1.66 Million
Q3 2022

Jan 04, 2023

BUY
$177.28 - $217.14 $2.75 Million - $3.37 Million
15,536 New
15,536 $2.76 Million

Others Institutions Holding V

About VISA INC.


  • Ticker V
  • Exchange NYSE
  • Sector Financial Services
  • Industry Credit Services
  • Shares Outstandng 1,635,010,048
  • Market Cap $520B
  • Description
  • Visa Inc. operates as a payments technology company worldwide. The company facilitates digital payments among consumers, merchants, financial institutions, businesses, strategic partners, and government entities. It operates VisaNet, a transaction processing network that enables authorization, clearing, and settlement of payment transactions. In...
More about V
Track This Portfolio

Track Balboa Wealth Partners Portfolio

Follow Balboa Wealth Partners and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Balboa Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Balboa Wealth Partners with notifications on news.