Bergan Kdv Wealth Management, LLC Visa Inc. Transaction History

Bergan Kdv Wealth Management, LLC

$999 Million
Q2 2023

A detailed history of Bergan Kdv Wealth Management, LLC transactions in Visa Inc. stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 24,714 shares of V stock, worth $7.85 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares

24,714

Previous 24,257 1.88%

Holding current value

$7.85 Million

Previous $5.47 Million 7.33%

% of portfolio

0.59%

Previous 0.56%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 24, 2023	BUY	$221.03 - $237.48 $101,010 - $108,528	457 Added 1.88%	24,714 $5.87 Million
Q1 2023 Apr 27, 2023	BUY	$207.4 - $231.44 $367,720 - $410,343	1,773 Added 7.89%	24,257 $5.47 Million
Q4 2022 Jan 31, 2023	BUY	$179.14 - $217.69 $3.62 Million - $4.4 Million	20,191 Added 880.55%	22,484 $4.67 Million
Q3 2022 Oct 24, 2022	SELL	$177.28 - $217.14 $1,418 - $1,737	-8 Reduced 0.35%	2,293 $407,000
Q2 2022 Jul 13, 2022	SELL	$189.05 - $227.74 $1,134 - $1,366	-6 Reduced 0.26%	2,301 $453,000
Q1 2022 May 09, 2022	SELL	$190.7 - $235.42 $78,187 - $96,522	-410 Reduced 15.09%	2,307 $512,000
Q4 2021 Jan 28, 2022	BUY	$190.16 - $233.88 $79,677 - $97,995	419 Added 18.23%	2,717 $589,000
Q3 2021 Nov 12, 2021	BUY	$220.05 - $250.93 $51,931 - $59,219	236 Added 11.45%	2,298 $512,000
Q1 2021 May 11, 2021	SELL	$193.25 - $226.15 $16,426 - $19,222	-85 Reduced 3.96%	2,062 $437,000
Q4 2020 Feb 04, 2021	BUY	$180.87 - $218.73 $53,356 - $64,525	295 Added 15.93%	2,147 $470,000
Q2 2020 Aug 13, 2020	BUY	$151.85 - $200.48 $18,829 - $24,859	124 Added 7.18%	1,852 $358,000
Q1 2020 Apr 24, 2020	SELL	$135.74 - $213.31 $26,605 - $41,808	-196 Reduced 10.19%	1,728 $278,000
Q4 2019 Feb 10, 2020	BUY	$169.83 - $189.39 $39,570 - $44,127	233 Added 13.78%	1,924 $362,000
Q3 2019 Nov 08, 2019	SELL	$168.86 - $185.74 $19,756 - $21,731	-117 Reduced 6.47%	1,691 $291,000
Q2 2019 Aug 12, 2019	BUY	$157.26 - $173.85 $2,673 - $2,955	17 Added 0.95%	1,808 $314,000
Q4 2018 Feb 01, 2019	BUY	$121.73 - $150.79 $19,476 - $24,126	160 Added 9.81%	1,791 $236,000
Q3 2018 Nov 09, 2018	SELL	$131.45 - $150.09 $1,051 - $1,200	-8 Reduced 0.49%	1,631 $245,000
Q2 2018 Jul 23, 2018	BUY	$117.7 - $136.28 $192,910 - $223,362	1,639 New	1,639 $217,000

Others Institutions Holding V

# of Institutions

4,249

Shares Held

1.45B

Call Options Held

13.4M

Put Options Held

12.1M

View Full List

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...

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Bergan Kdv Wealth Management, LLC Visa Inc. Transaction History