A detailed history of 9258 Wealth Management, LLC transactions in Visa Inc. stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 7,998 shares of V stock, worth $2.54 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
7,998
Previous 7,974 0.3%
Holding current value
$2.54 Million
Previous $2.09 Million 5.11%
% of portfolio
0.33%
Previous 0.33%

Shares

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

Nov 12, 2024

BUY
$253.74 - $291.56 $6,089 - $6,997
24 Added 0.3%
7,998 $2.2 Million
Q2 2024

Aug 02, 2024

BUY
$262.47 - $281.5 $57,743 - $61,930
220 Added 2.84%
7,974 $2.09 Million
Q1 2024

May 03, 2024

SELL
$257.98 - $290.37 $74,556 - $83,916
-289 Reduced 3.59%
7,754 $2.16 Million
Q4 2023

Feb 06, 2024

BUY
$228.81 - $262.38 $317,359 - $363,921
1,387 Added 20.84%
8,043 $2.09 Million
Q3 2023

Nov 08, 2023

BUY
$229.5 - $248.11 $36,490 - $39,449
159 Added 2.45%
6,656 $1.53 Million
Q2 2023

Aug 08, 2023

BUY
$221.03 - $237.48 $196,053 - $210,644
887 Added 15.81%
6,497 $1.54 Million
Q1 2023

May 03, 2023

BUY
$207.4 - $231.44 $9,125 - $10,183
44 Added 0.79%
5,610 $1.26 Million
Q4 2022

Feb 03, 2023

BUY
$179.14 - $217.69 $156,030 - $189,607
871 Added 18.55%
5,566 $1.16 Million
Q3 2022

Nov 08, 2022

SELL
$177.28 - $217.14 $70,912 - $86,856
-400 Reduced 7.85%
4,695 $834,000
Q2 2022

Aug 04, 2022

BUY
$189.05 - $227.74 $53,312 - $64,222
282 Added 5.86%
5,095 $1 Million
Q1 2022

May 13, 2022

SELL
$190.7 - $235.42 $61,405 - $75,805
-322 Reduced 6.27%
4,813 $1.07 Million
Q4 2021

Feb 11, 2022

BUY
$190.16 - $233.88 $180,652 - $222,186
950 Added 22.7%
5,135 $1.11 Million
Q3 2021

Nov 12, 2021

BUY
$220.05 - $250.93 $55,452 - $63,234
252 Added 6.41%
4,185 $932,000
Q2 2021

Aug 13, 2021

SELL
$216.86 - $237.32 $12,577 - $13,764
-58 Reduced 1.45%
3,933 $920,000
Q1 2021

May 11, 2021

BUY
$193.25 - $226.15 $131,603 - $154,008
681 Added 20.57%
3,991 $845,000
Q4 2020

Feb 10, 2021

BUY
$180.87 - $218.73 $9,766 - $11,811
54 Added 1.66%
3,310 $724,000
Q3 2020

Nov 13, 2020

BUY
$189.02 - $216.48 $16,822 - $19,266
89 Added 2.81%
3,256 $592,000
Q2 2020

Aug 13, 2020

BUY
$151.85 - $200.48 $101,283 - $133,720
667 Added 26.68%
3,167 $612,000
Q1 2020

May 05, 2020

BUY
$135.74 - $213.31 $15,610 - $24,530
115 Added 4.82%
2,500 $429,000
Q4 2019

Feb 06, 2020

BUY
$169.83 - $189.39 $106,143 - $118,368
625 Added 35.51%
2,385 $448,000
Q3 2019

Nov 07, 2019

BUY
$168.86 - $185.74 $3,377 - $3,714
20 Added 1.15%
1,760 $303,000
Q2 2019

Aug 07, 2019

BUY
$157.26 - $173.85 $26,891 - $29,728
171 Added 10.9%
1,740 $302,000
Q1 2019

May 07, 2019

BUY
$128.13 - $156.19 $201,035 - $245,062
1,569 New
1,569 $245,000

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
Track This Portfolio

Track 9258 Wealth Management, LLC Portfolio

Follow 9258 Wealth Management, 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 9258 Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on 9258 Wealth Management, LLC with notifications on news.