A detailed history of Accretive Wealth Partners, LLC transactions in Visa Inc. stock. As of the latest transaction made, Accretive Wealth Partners, LLC holds 3,811 shares of V stock, worth $1.18 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares
3,811
Previous 4,014 5.06%
Holding current value
$1.18 Million
Previous $1.05 Million 0.57%
% of portfolio
0.45%
Previous 0.45%

Shares

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

Nov 12, 2024

SELL
$253.74 - $291.56 $51,509 - $59,186
-203 Reduced 5.06%
3,811 $1.05 Million
Q2 2024

Aug 05, 2024

SELL
$262.47 - $281.5 $787 - $844
-3 Reduced 0.07%
4,014 $1.05 Million
Q1 2024

May 06, 2024

BUY
$257.98 - $290.37 $27,861 - $31,359
108 Added 2.76%
4,017 $1.12 Million
Q4 2023

Feb 06, 2024

SELL
$228.81 - $262.38 $5,033 - $5,772
-22 Reduced 0.56%
3,909 $1.02 Million
Q3 2023

Nov 06, 2023

BUY
$229.5 - $248.11 $13,311 - $14,390
58 Added 1.5%
3,931 $904,000
Q2 2023

Aug 07, 2023

BUY
$221.03 - $237.48 $35,364 - $37,996
160 Added 4.31%
3,873 $919,000
Q1 2023

May 04, 2023

BUY
$207.4 - $231.44 $11,821 - $13,192
57 Added 1.56%
3,713 $837,000
Q4 2022

Feb 13, 2023

BUY
$179.14 - $217.69 $18,272 - $22,204
102 Added 2.87%
3,656 $759,000
Q3 2022

Nov 14, 2022

SELL
$177.28 - $217.14 $2,127 - $2,605
-12 Reduced 0.34%
3,554 $631,000
Q2 2022

Aug 12, 2022

SELL
$189.05 - $227.74 $49,720 - $59,895
-263 Reduced 6.87%
3,566 $702,000
Q1 2022

May 12, 2022

BUY
$190.7 - $235.42 $15,065 - $18,598
79 Added 2.11%
3,829 $849,000
Q4 2021

Feb 14, 2022

BUY
$190.16 - $233.88 $47,159 - $58,002
248 Added 7.08%
3,750 $813,000
Q3 2021

Nov 12, 2021

BUY
$220.05 - $250.93 $55,892 - $63,736
254 Added 7.82%
3,502 $780,000
Q2 2021

Aug 13, 2021

BUY
$216.86 - $237.32 $55,082 - $60,279
254 Added 8.48%
3,248 $759,000
Q1 2021

May 17, 2021

BUY
$193.25 - $226.15 $72,662 - $85,032
376 Added 14.36%
2,994 $634,000
Q4 2020

Feb 12, 2021

SELL
$180.87 - $218.73 $1.29 Million - $1.56 Million
-7,115 Reduced 73.1%
2,618 $573,000
Q4 2020

Feb 12, 2021

BUY
$180.87 - $218.73 $1.76 Million - $2.13 Million
9,733 New
9,733 $2.13 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 $506B
  • 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 Accretive Wealth Partners, LLC Portfolio

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

News

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