Baker Tilly Wealth Management, LLC Visa Inc. Transaction History

Baker Tilly Wealth Management, LLC

$249 Million
Q4 2024

A detailed history of Baker Tilly Wealth Management, LLC transactions in Visa Inc. stock. As of the latest transaction made, Baker Tilly Wealth Management, LLC holds 12,117 shares of V stock, worth $4.19 Million. This represents 1.54% of its overall portfolio holdings.

Number of Shares

12,117

Previous 11,516 5.22%

Holding current value

$4.19 Million

Previous $3.17 Million 20.94%

% of portfolio

1.54%

Previous 1.44%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 10, 2025	BUY	$273.87 - $320.91 $164,595 - $192,866	601 Added 5.22%	12,117 $3.83 Million
Q3 2024 Oct 24, 2024	BUY	$253.74 - $291.56 $79,420 - $91,258	313 Added 2.79%	11,516 $3.17 Million
Q2 2024 Jul 18, 2024	SELL	$262.47 - $281.5 $3.84 Million - $4.11 Million	-14,615 Reduced 56.61%	11,203 $2.94 Million
Q1 2024 May 09, 2024	BUY	$257.98 - $290.37 $263,139 - $296,177	1,020 Added 4.11%	25,818 $7.21 Million
Q4 2023 Jan 10, 2024	SELL	$228.81 - $262.38 $844,080 - $967,919	-3,689 Reduced 12.95%	24,798 $6.46 Million
Q3 2023 Oct 10, 2023	SELL	$229.5 - $248.11 $8.15 Million - $8.82 Million	-35,533 Reduced 55.5%	28,487 $6.55 Million
Q2 2023 Jul 20, 2023	BUY	$221.03 - $237.48 $392,107 - $421,289	1,774 Added 2.85%	64,020 $15.2 Million
Q1 2023 Apr 12, 2023	BUY	$207.4 - $231.44 $794,342 - $886,415	3,830 Added 6.56%	62,246 $14 Million
Q4 2022 Jan 26, 2023	SELL	$179.14 - $217.69 $122,710 - $149,117	-685 Reduced 1.16%	58,416 $0
Q3 2022 Oct 20, 2022	SELL	$177.28 - $217.14 $430,967 - $527,867	-2,431 Reduced 3.95%	59,101 $10.5 Million
Q2 2022 Jul 28, 2022	BUY	$189.05 - $227.74 $349,931 - $421,546	1,851 Added 3.1%	61,532 $12.1 Million
Q1 2022 Apr 27, 2022	BUY	$190.7 - $235.42 $2.9 Million - $3.57 Million	15,182 Added 34.12%	59,681 $13.2 Million
Q4 2021 Feb 08, 2022	BUY	$190.16 - $233.88 $999,861 - $1.23 Million	5,258 Added 13.4%	44,499 $9.64 Million
Q3 2021 Nov 02, 2021	BUY	$220.05 - $250.93 $1.86 Million - $2.13 Million	8,472 Added 27.53%	39,241 $8.74 Million
Q2 2021 Jul 30, 2021	BUY	$216.86 - $237.32 $698,289 - $764,170	3,220 Added 11.69%	30,769 $7.19 Million
Q1 2021 Apr 28, 2021	BUY	$193.25 - $226.15 $3.17 Million - $3.71 Million	16,427 Added 147.7%	27,549 $5.83 Million
Q4 2020 Feb 03, 2021	BUY	$180.87 - $218.73 $2.01 Million - $2.43 Million	11,122 New	11,122 $2.43 Million

Others Institutions Holding V

# of Institutions

4,385

Shares Held

1.44B

Call Options Held

13.5M

Put Options Held

12.2M

View Full List

About VISA INC.

Ticker V
Exchange NYSE
Sector Financial Services
Industry Credit Services
Shares Outstandng 1,635,010,048
Market Cap $565B
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...

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Baker Tilly Wealth Management, LLC Visa Inc. Transaction History