A detailed history of Crown Wealth Group, LLC transactions in Visa Inc. stock. As of the latest transaction made, Crown Wealth Group, LLC holds 3,403 shares of V stock, worth $941,848. This represents 0.47% of its overall portfolio holdings.

Number of Shares
3,403
Previous 3,442 1.13%
Holding current value
$941,848
Previous $960,000 6.98%
% of portfolio
0.47%
Previous 0.51%

Shares

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

Jul 26, 2024

SELL
$262.47 - $281.5 $10,236 - $10,978
-39 Reduced 1.13%
3,403 $893,000
Q1 2024

May 01, 2024

BUY
$257.98 - $290.37 $145,500 - $163,768
564 Added 19.6%
3,442 $960,000
Q4 2023

Jan 23, 2024

BUY
$228.81 - $262.38 $41,872 - $48,015
183 Added 6.79%
2,878 $749,000
Q3 2023

Oct 25, 2023

BUY
$229.5 - $248.11 $77,341 - $83,613
337 Added 14.29%
2,695 $619,000
Q2 2023

Jul 25, 2023

SELL
$221.03 - $237.48 $33,817 - $36,334
-153 Reduced 6.09%
2,358 $559,000
Q1 2023

Apr 28, 2023

SELL
$207.4 - $231.44 $24,888 - $27,772
-120 Reduced 4.56%
2,511 $566,000
Q4 2022

Feb 09, 2023

SELL
$179.14 - $217.69 $20,601 - $25,034
-115 Reduced 4.19%
2,631 $546,000
Q3 2022

Oct 21, 2022

BUY
$177.28 - $217.14 $85,094 - $104,227
480 Added 21.18%
2,746 $488,000
Q2 2022

Jul 25, 2022

BUY
$189.05 - $227.74 $10,964 - $13,208
58 Added 2.63%
2,266 $446,000
Q1 2022

Jul 13, 2022

BUY
$190.7 - $235.42 $421,065 - $519,807
2,208 New
2,208 $490,000

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 $453B
  • 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 Crown Wealth Group, LLC Portfolio

Follow Crown Wealth Group, 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 Crown Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Crown Wealth Group, LLC with notifications on news.