A detailed history of Colonial River Wealth Management, LLC transactions in Visa Inc. stock. As of the latest transaction made, Colonial River Wealth Management, LLC holds 2,044 shares of V stock, worth $632,904. This represents 0.28% of its overall portfolio holdings.

Number of Shares
2,044
Previous 941 117.22%
Holding current value
$632,904
Previous $246,000 128.05%
% of portfolio
0.28%
Previous 0.13%

Shares

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

Nov 04, 2024

BUY
$253.74 - $291.56 $279,875 - $321,590
1,103 Added 117.22%
2,044 $561,000
Q2 2024

Jul 19, 2024

BUY
$262.47 - $281.5 $787 - $844
3 Added 0.32%
941 $246,000
Q1 2024

May 10, 2024

SELL
$257.98 - $290.37 $690,096 - $776,739
-2,675 Reduced 74.04%
938 $261,000
Q4 2023

Jan 23, 2024

BUY
$228.81 - $262.38 $620,303 - $711,312
2,711 Added 300.55%
3,613 $940,000
Q3 2023

Nov 03, 2023

SELL
$229.5 - $248.11 $25,245 - $27,292
-110 Reduced 10.87%
902 $207,000
Q2 2023

Aug 08, 2023

SELL
$221.03 - $237.48 $53,931 - $57,945
-244 Reduced 19.43%
1,012 $240,000
Q1 2023

May 04, 2023

BUY
$207.4 - $231.44 $7,259 - $8,100
35 Added 2.87%
1,256 $283,000
Q4 2022

Feb 10, 2023

SELL
$179.14 - $217.69 $8,957 - $10,884
-50 Reduced 3.93%
1,221 $253,000
Q3 2022

Nov 14, 2022

SELL
$177.28 - $217.14 $43,610 - $53,416
-246 Reduced 16.22%
1,271 $226,000
Q2 2022

Aug 15, 2022

SELL
$189.05 - $227.74 $19,850 - $23,912
-105 Reduced 6.47%
1,517 $299,000
Q1 2022

Apr 15, 2022

SELL
$190.7 - $235.42 $55,684 - $68,742
-292 Reduced 15.26%
1,622 $360,000
Q4 2021

Feb 15, 2022

SELL
$190.16 - $233.88 $1.27 Million - $1.56 Million
-6,675 Reduced 77.72%
1,914 $415,000
Q3 2021

Oct 25, 2021

BUY
$220.05 - $250.93 $1.67 Million - $1.9 Million
7,576 Added 747.88%
8,589 $1.98 Million
Q2 2021

Aug 13, 2021

BUY
$216.86 - $237.32 $6,288 - $6,882
29 Added 2.95%
1,013 $237,000
Q1 2021

May 17, 2021

SELL
$193.25 - $226.15 $14,880 - $17,413
-77 Reduced 7.26%
984 $208,000
Q4 2020

Feb 19, 2021

BUY
$180.87 - $218.73 $191,903 - $232,072
1,061 New
1,061 $219,000

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 $506B
  • 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 Colonial River Wealth Management, LLC Portfolio

Follow Colonial River Wealth Management, 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 Colonial River Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Colonial River Wealth Management, LLC with notifications on news.