A detailed history of Consilio Wealth Advisors, LLC transactions in Visa Inc. stock. As of the latest transaction made, Consilio Wealth Advisors, LLC holds 1,477 shares of V stock, worth $392,084. This represents 0.17% of its overall portfolio holdings.

Number of Shares
1,477
Previous 1,426 3.58%
Holding current value
$392,084
Previous $397,000 2.52%
% of portfolio
0.17%
Previous 0.19%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 12, 2024

BUY
$262.47 - $281.5 $13,385 - $14,356
51 Added 3.58%
1,477 $387,000
Q1 2024

Apr 18, 2024

BUY
$257.98 - $290.37 $32,763 - $36,876
127 Added 9.78%
1,426 $397,000
Q4 2023

Jan 11, 2024

BUY
$228.81 - $262.38 $51,939 - $59,560
227 Added 21.18%
1,299 $338,000
Q3 2023

Oct 11, 2023

SELL
$229.5 - $248.11 $2,295 - $2,481
-10 Reduced 0.92%
1,072 $246,000
Q2 2023

Jul 13, 2023

BUY
$221.03 - $237.48 $5,525 - $5,937
25 Added 2.37%
1,082 $256,000
Q1 2023

Apr 06, 2023

BUY
$207.4 - $231.44 $15,555 - $17,358
75 Added 7.64%
1,057 $238,000
Q4 2022

Jan 25, 2023

BUY
$179.14 - $217.69 $175,915 - $213,771
982 New
982 $0

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 $434B
  • 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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