A detailed history of Delap Wealth Advisory, LLC transactions in Visa Inc. stock. As of the latest transaction made, Delap Wealth Advisory, LLC holds 778 shares of V stock, worth $242,860. This represents 0.14% of its overall portfolio holdings.

Number of Shares
778
Previous 958 18.79%
Holding current value
$242,860
Previous $251 Million 14.84%
% of portfolio
0.14%
Previous 0.12%

Shares

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

Nov 12, 2024

SELL
$253.74 - $291.56 $45,673 - $52,480
-180 Reduced 18.79%
778 $214 Million
Q2 2024

Aug 13, 2024

SELL
$262.47 - $281.5 $595,806 - $639,005
-2,270 Reduced 70.32%
958 $251 Million
Q1 2024

May 14, 2024

BUY
$257.98 - $290.37 $413,541 - $465,463
1,603 Added 98.65%
3,228 $901 Million
Q4 2023

Feb 14, 2024

BUY
$228.81 - $262.38 $371,816 - $426,367
1,625 New
1,625 $423 Million
Q1 2023

May 15, 2023

BUY
$207.4 - $231.44 $139,580 - $155,759
673 Added 64.59%
1,715 $387 Million
Q4 2022

Feb 13, 2023

BUY
$179.14 - $217.69 $186,663 - $226,832
1,042 New
1,042 $216 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 $510B
  • 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 Delap Wealth Advisory, LLC Portfolio

Follow Delap Wealth Advisory, 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 Delap Wealth Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Delap Wealth Advisory, LLC with notifications on news.