A detailed history of Heritage Wealth Partners, LLC transactions in Visa Inc. stock. As of the latest transaction made, Heritage Wealth Partners, LLC holds 1,614 shares of V stock, worth $500,178. This represents 0.52% of its overall portfolio holdings.

Number of Shares
1,614
Previous 2,497 35.36%
Holding current value
$500,178
Previous $656 Million 32.31%
% of portfolio
0.52%
Previous 0.95%

Shares

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

Oct 08, 2024

SELL
$253.74 - $291.56 $224,052 - $257,447
-883 Reduced 35.36%
1,614 $444 Million
Q2 2024

Jul 05, 2024

BUY
$262.47 - $281.5 $655,387 - $702,905
2,497 New
2,497 $656 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 $507B
  • 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 Heritage Wealth Partners, LLC Portfolio

Follow Heritage Wealth Partners, 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 Heritage Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Partners, LLC with notifications on news.