A detailed history of Beta Wealth Group, Inc. transactions in Visa Inc. stock. As of the latest transaction made, Beta Wealth Group, Inc. holds 730 shares of V stock, worth $191,603. This represents 0.11% of its overall portfolio holdings.

Number of Shares
730
Previous 784 6.89%
Holding current value
$191,603
Previous $204,000 0.49%
% of portfolio
0.11%
Previous 0.12%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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 $429B
  • 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 Beta Wealth Group, Inc. Portfolio

Follow Beta Wealth Group, Inc. 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 Beta Wealth Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Beta Wealth Group, Inc. with notifications on news.