A detailed history of Kingswood Wealth Advisors, LLC transactions in Visa Inc. stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 30,424 shares of V stock, worth $9.67 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares
30,424
Previous 27,525 10.53%
Holding current value
$9.67 Million
Previous $7.22 Billion 15.79%
% of portfolio
0.6%
Previous 0.65%

Shares

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

Oct 21, 2024

BUY
$253.74 - $291.56 $735,592 - $845,232
2,899 Added 10.53%
30,424 $8.37 Billion
Q2 2024

Jul 09, 2024

BUY
$262.47 - $281.5 $509,716 - $546,673
1,942 Added 7.59%
27,525 $7.22 Billion
Q1 2024

Apr 15, 2024

SELL
$257.98 - $290.37 $269,331 - $303,146
-1,044 Reduced 3.92%
25,583 $7.14 Billion
Q4 2023

Jan 16, 2024

BUY
$228.81 - $262.38 $5.21 Million - $5.97 Million
22,752 Added 587.15%
26,627 $6.93 Billion
Q3 2023

Oct 23, 2023

SELL
$229.5 - $248.11 $944,163 - $1.02 Million
-4,114 Reduced 51.5%
3,875 $6.46 Billion
Q2 2023

Aug 09, 2023

BUY
$221.03 - $237.48 $1.77 Million - $1.9 Million
7,989 New
7,989 $1.9 Billion

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 $519B
  • 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
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