A detailed history of Bernardo Wealth Planning LLC transactions in Visa Inc. stock. As of the latest transaction made, Bernardo Wealth Planning LLC holds 638 shares of V stock, worth $213,985. This represents 0.05% of its overall portfolio holdings.

Number of Shares
638
Previous 605 5.45%
Holding current value
$213,985
Previous $212,000 7.08%
% of portfolio
0.05%
Previous 0.05%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025

BUY
$308.27 - $373.31 $10,172 - $12,319
33 Added 5.45%
638 $227,000
Q1 2025

Apr 22, 2025

BUY
$306.92 - $362.71 $185,686 - $219,439
605 New
605 $212,000
Q1 2021

Apr 23, 2021

SELL
$193.25 - $226.15 $1.02 Million - $1.19 Million
-5,264 Closed
0 $0
Q4 2020

Feb 01, 2021

SELL
$180.87 - $218.73 $6,511 - $7,874
-36 Reduced 0.68%
5,264 $1.15 Million
Q3 2020

Oct 23, 2020

BUY
$189.02 - $216.48 $317,175 - $363,253
1,678 Added 46.33%
5,300 $1.06 Million
Q2 2020

Aug 03, 2020

BUY
$151.85 - $200.48 $12,299 - $16,238
81 Added 2.29%
3,622 $699,000
Q1 2020

May 01, 2020

BUY
$135.74 - $213.31 $11,945 - $18,771
88 Added 2.55%
3,541 $570,000
Q4 2019

Feb 10, 2020

SELL
$169.83 - $189.39 $4,245 - $4,734
-25 Reduced 0.72%
3,453 $648,000
Q3 2019

Nov 04, 2019

SELL
$168.86 - $185.74 $21,276 - $23,403
-126 Reduced 3.5%
3,478 $598,000
Q1 2019

May 08, 2019

BUY
$128.13 - $156.19 $23,191 - $28,270
181 Added 5.29%
3,604 $563,000
Q4 2018

Feb 14, 2019

BUY
$121.73 - $150.79 $416,681 - $516,154
3,423 New
3,423 $452,000

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 $548B
  • 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
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