A detailed history of Beverly Hills Private Wealth, LLC transactions in Visa Inc. stock. As of the latest transaction made, Beverly Hills Private Wealth, LLC holds 14,026 shares of V stock, worth $4.31 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares
14,026
Previous 8,225 70.53%
Holding current value
$4.31 Million
Previous $2.16 Billion 78.64%
% of portfolio
0.78%
Previous 0.47%

Shares

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

Nov 12, 2024

BUY
$253.74 - $291.56 $1.47 Million - $1.69 Million
5,801 Added 70.53%
14,026 $3.86 Billion
Q2 2024

Aug 07, 2024

BUY
$262.47 - $281.5 $702,632 - $753,575
2,677 Added 48.25%
8,225 $2.16 Billion
Q1 2024

May 08, 2024

BUY
$257.98 - $290.37 $604,447 - $680,336
2,343 Added 73.1%
5,548 $1.55 Billion
Q4 2023

Jan 29, 2024

BUY
$228.81 - $262.38 $361,062 - $414,035
1,578 Added 96.99%
3,205 $834 Million
Q3 2023

Nov 08, 2023

BUY
$229.5 - $248.11 $25,704 - $27,788
112 Added 7.39%
1,627 $374 Million
Q2 2023

Aug 09, 2023

BUY
$221.03 - $237.48 $106,315 - $114,227
481 Added 46.52%
1,515 $362 Million
Q1 2023

May 03, 2023

BUY
$207.4 - $231.44 $214,451 - $239,308
1,034 New
1,034 $233 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 $503B
  • 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 Beverly Hills Private Wealth, LLC Portfolio

Follow Beverly Hills Private Wealth, LLC 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 Beverly Hills Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beverly Hills Private Wealth, LLC with notifications on news.