A detailed history of Confluence Wealth Services, Inc. transactions in Visa Inc. stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 18,915 shares of V stock, worth $6.01 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares
18,915
Previous 20,497 7.72%
Holding current value
$6.01 Million
Previous $5.38 Million 3.33%
% of portfolio
0.4%
Previous 0.44%

Shares

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

Oct 29, 2024

SELL
$253.74 - $291.56 $401,416 - $461,247
-1,582 Reduced 7.72%
18,915 $5.2 Million
Q2 2024

Jul 31, 2024

BUY
$262.47 - $281.5 $196,852 - $211,125
750 Added 3.8%
20,497 $5.38 Million
Q1 2024

Apr 22, 2024

BUY
$257.98 - $290.37 $542,531 - $610,648
2,103 Added 11.92%
19,747 $5.51 Million
Q4 2023

Jan 25, 2024

BUY
$228.81 - $262.38 $130,650 - $149,818
571 Added 3.34%
17,644 $4.59 Million
Q3 2023

Nov 01, 2023

BUY
$229.5 - $248.11 $329,562 - $356,285
1,436 Added 9.18%
17,073 $3.93 Million
Q2 2023

Aug 01, 2023

BUY
$221.03 - $237.48 $165,993 - $178,347
751 Added 5.05%
15,637 $3.71 Million
Q1 2023

May 11, 2023

BUY
$207.4 - $231.44 $333,291 - $371,924
1,607 Added 12.1%
14,886 $3.36 Million
Q4 2022

Feb 10, 2023

BUY
$179.14 - $217.69 $45,680 - $55,510
255 Added 1.96%
13,279 $2.76 Million
Q3 2022

Nov 08, 2022

SELL
$177.28 - $217.14 $188,625 - $231,036
-1,064 Reduced 7.55%
13,024 $2.31 Million
Q2 2022

Aug 15, 2022

BUY
$189.05 - $227.74 $38,566 - $46,458
204 Added 1.47%
14,088 $2.97 Million
Q1 2022

Apr 26, 2022

SELL
$190.7 - $235.42 $26,888 - $33,194
-141 Reduced 1.01%
13,884 $3.08 Million
Q4 2021

Feb 10, 2022

BUY
$190.16 - $233.88 $2.67 Million - $3.28 Million
14,025 New
14,025 $3.04 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 $519B
  • 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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