A detailed history of Bordeaux Wealth Advisors LLC transactions in Visa Inc. stock. As of the latest transaction made, Bordeaux Wealth Advisors LLC holds 3,300 shares of V stock, worth $887,667. This represents 0.3% of its overall portfolio holdings.

Number of Shares
3,300
Previous 4,011 17.73%
Holding current value
$887,667
Previous $1.04 Million 11.88%
% of portfolio
0.3%
Previous 0.35%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 29, 2024

SELL
$257.98 - $290.37 $183,423 - $206,453
-711 Reduced 17.73%
3,300 $920,000
Q4 2023

Feb 06, 2024

BUY
$228.81 - $262.38 $193,802 - $222,235
847 Added 26.77%
4,011 $1.04 Million
Q3 2023

Oct 27, 2023

BUY
$229.5 - $248.11 $78,718 - $85,101
343 Added 12.16%
3,164 $727,000
Q2 2023

Aug 09, 2023

SELL
$221.03 - $237.48 $55,920 - $60,082
-253 Reduced 8.23%
2,821 $669,000
Q1 2023

May 04, 2023

BUY
$207.4 - $231.44 $126,306 - $140,946
609 Added 24.71%
3,074 $693,000
Q4 2022

Feb 13, 2023

SELL
$179.14 - $217.69 $115,903 - $140,845
-647 Reduced 20.79%
2,465 $512,000
Q3 2022

Nov 04, 2022

BUY
$177.28 - $217.14 $329,563 - $403,663
1,859 Added 148.36%
3,112 $553,000
Q2 2022

Jul 28, 2022

BUY
$189.05 - $227.74 $32,516 - $39,171
172 Added 15.91%
1,253 $247,000
Q1 2022

May 03, 2022

BUY
$190.7 - $235.42 $26,125 - $32,252
137 Added 14.51%
1,081 $239,000
Q4 2021

Jan 27, 2022

BUY
$190.16 - $233.88 $179,511 - $220,782
944 New
944 $205,000

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 $440B
  • 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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