A detailed history of Allen Wealth Management, LLC transactions in Visa Inc. stock. As of the latest transaction made, Allen Wealth Management, LLC holds 3,473 shares of V stock, worth $1.1 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares
3,473
Previous 4,039 14.01%
Holding current value
$1.1 Million
Previous $1.06 Billion 9.92%
% of portfolio
0.66%
Previous 0.94%

Shares

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

Oct 29, 2024

SELL
$253.74 - $291.56 $143,616 - $165,022
-566 Reduced 14.01%
3,473 $955 Million
Q2 2024

Jul 19, 2024

SELL
$262.47 - $281.5 $46,719 - $50,107
-178 Reduced 4.22%
4,039 $1.06 Billion
Q1 2024

May 01, 2024

BUY
$257.98 - $290.37 $5,159 - $5,807
20 Added 0.48%
4,217 $1.18 Billion
Q4 2023

Feb 14, 2024

BUY
$228.81 - $262.38 $960,315 - $1.1 Million
4,197 New
4,197 $1.09 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
Track This Portfolio

Track Allen Wealth Management, LLC Portfolio

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

News

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