A detailed history of Defined Wealth Management, LLC transactions in Visa Inc. stock. As of the latest transaction made, Defined Wealth Management, LLC holds 1,373 shares of V stock, worth $364,449. This represents 0.28% of its overall portfolio holdings.

Number of Shares
1,373
Previous 1,368 0.37%
Holding current value
$364,449
Previous $356,000 7.58%
% of portfolio
0.28%
Previous 0.27%

Shares

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

Apr 15, 2024

BUY
$257.98 - $290.37 $1,289 - $1,451
5 Added 0.37%
1,373 $383,000
Q4 2023

Jan 09, 2024

BUY
$228.81 - $262.38 $4,805 - $5,509
21 Added 1.56%
1,368 $356,000
Q3 2023

Oct 24, 2023

BUY
$229.5 - $248.11 $9,639 - $10,420
42 Added 3.22%
1,347 $309,000
Q2 2023

Jul 28, 2023

BUY
$221.03 - $237.48 $1,547 - $1,662
7 Added 0.54%
1,305 $309,000
Q3 2022

Oct 13, 2022

BUY
$177.28 - $217.14 $230,109 - $281,847
1,298 New
1,298 $231,000
Q2 2022

Jul 25, 2022

SELL
$189.05 - $227.74 $245,386 - $295,606
-1,298 Closed
0 $0
Q1 2022

Apr 18, 2022

BUY
$190.7 - $235.42 $247,528 - $305,575
1,298 New
1,298 $288,000
Q1 2021

May 18, 2021

SELL
$193.25 - $226.15 $74,401 - $87,067
-385 Closed
0 $0
Q4 2020

Mar 09, 2021

BUY
$180.87 - $218.73 $69,634 - $84,211
385 New
385 $84,000

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 $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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