A detailed history of Sonoma Private Wealth LLC transactions in Visa Inc. stock. As of the latest transaction made, Sonoma Private Wealth LLC holds 2,425 shares of V stock, worth $664,134. This represents 1.03% of its overall portfolio holdings.

Number of Shares
2,425
Previous 2,507 3.27%
Holding current value
$664,134
Previous $700 Million 9.0%
% of portfolio
1.03%
Previous 1.13%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

SELL
$262.47 - $281.5 $21,522 - $23,083
-82 Reduced 3.27%
2,425 $637 Million
Q1 2024

May 09, 2024

BUY
$257.98 - $290.37 $146,790 - $165,220
569 Added 29.36%
2,507 $700 Million
Q4 2023

Feb 12, 2024

SELL
$228.81 - $262.38 $24,940 - $28,599
-109 Reduced 5.32%
1,938 $505 Million
Q3 2023

Oct 30, 2023

BUY
$229.5 - $248.11 $30,523 - $32,998
133 Added 6.95%
2,047 $471 Million
Q2 2023

Aug 14, 2023

BUY
$221.03 - $237.48 $423,051 - $454,536
1,914 New
1,914 $454 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 $448B
  • 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 Sonoma Private Wealth LLC Portfolio

Follow Sonoma Private Wealth 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 Sonoma Private Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sonoma Private Wealth LLC with notifications on news.