A detailed history of Phillips Wealth Planners LLC transactions in Visa Inc. stock. As of the latest transaction made, Phillips Wealth Planners LLC holds 3,644 shares of V stock, worth $1.14 Million. This represents 1.0% of its overall portfolio holdings.

Number of Shares
3,644
Previous 3,405 7.02%
Holding current value
$1.14 Million
Previous $896 Million 17.0%
% of portfolio
1.0%
Previous 0.94%

Shares

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

Oct 28, 2024

BUY
$253.74 - $291.56 $60,643 - $69,682
239 Added 7.02%
3,644 $1.05 Billion
Q2 2024

Aug 02, 2024

BUY
$262.47 - $281.5 $31,233 - $33,498
119 Added 3.62%
3,405 $896 Million
Q1 2024

Apr 29, 2024

BUY
$257.98 - $290.37 $50,048 - $56,331
194 Added 6.27%
3,286 $892 Million
Q4 2023

Feb 12, 2024

SELL
$228.81 - $262.38 $34,321 - $39,357
-150 Reduced 4.63%
3,092 $829 Million
Q3 2023

Oct 30, 2023

BUY
$229.5 - $248.11 $48,883 - $52,847
213 Added 7.03%
3,242 $758 Million
Q2 2023

Jul 26, 2023

BUY
$221.03 - $237.48 $34,038 - $36,571
154 Added 5.36%
3,029 $719 Million
Q1 2023

May 15, 2023

BUY
$207.4 - $231.44 $42,724 - $47,676
206 Added 7.72%
2,875 $668 Million
Q4 2022

Feb 14, 2023

BUY
$179.14 - $217.69 $478,124 - $581,014
2,669 New
2,669 $611 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 $512B
  • 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 Phillips Wealth Planners LLC Portfolio

Follow Phillips Wealth Planners LLC 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 Phillips Wealth Planners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Phillips Wealth Planners LLC with notifications on news.