A detailed history of Beta Wealth Group, Inc. transactions in Visa Inc. stock. As of the latest transaction made, Beta Wealth Group, Inc. holds 801 shares of V stock, worth $250,865. This represents 0.11% of its overall portfolio holdings.

Number of Shares
801
Previous 794 0.88%
Holding current value
$250,865
Previous $208,000 5.77%
% of portfolio
0.11%
Previous 0.11%

Shares

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

Nov 01, 2024

BUY
$253.74 - $291.56 $1,776 - $2,040
7 Added 0.88%
801 $220,000
Q2 2024

Aug 12, 2024

BUY
$262.47 - $281.5 $16,798 - $18,016
64 Added 8.77%
794 $208,000
Q1 2024

May 14, 2024

SELL
$257.98 - $290.37 $13,930 - $15,679
-54 Reduced 6.89%
730 $203,000
Q4 2023

Feb 09, 2024

BUY
$228.81 - $262.38 $179,387 - $205,705
784 New
784 $204,000
Q2 2022

Aug 05, 2022

SELL
$189.05 - $227.74 $181,677 - $218,858
-961 Closed
0 $0
Q1 2022

May 12, 2022

SELL
$190.7 - $235.42 $786,637 - $971,107
-4,125 Reduced 81.1%
961 $213,000
Q3 2021

Nov 12, 2021

BUY
$220.05 - $250.93 $45,990 - $52,444
209 Added 4.29%
5,086 $1.13 Million
Q2 2021

Aug 16, 2021

SELL
$216.86 - $237.32 $27,107 - $29,665
-125 Reduced 2.5%
4,877 $1.14 Million
Q1 2021

May 11, 2021

SELL
$193.25 - $226.15 $2.26 Million - $2.65 Million
-11,696 Reduced 70.04%
5,002 $1.06 Million
Q4 2020

Mar 18, 2021

BUY
$180.87 - $218.73 $3.02 Million - $3.65 Million
16,698 New
16,698 $3.65 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 $512B
  • 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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