A detailed history of Encompass Wealth Advisors, LLC transactions in Visa Inc. stock. As of the latest transaction made, Encompass Wealth Advisors, LLC holds 3,625 shares of V stock, worth $1.14 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares
3,625
Previous 3,625 -0.0%
Holding current value
$1.14 Million
Previous $951,000 4.73%
% of portfolio
0.36%
Previous 0.36%

Shares

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

Aug 08, 2024

BUY
$262.47 - $281.5 $13,910 - $14,919
53 Added 1.48%
3,625 $951,000
Q1 2024

May 10, 2024

BUY
$257.98 - $290.37 $11,351 - $12,776
44 Added 1.25%
3,572 $996,000
Q4 2023

Feb 13, 2024

BUY
$228.81 - $262.38 $4,347 - $4,985
19 Added 0.54%
3,528 $918,000
Q3 2023

Nov 07, 2023

SELL
$229.5 - $248.11 $2,983 - $3,225
-13 Reduced 0.37%
3,509 $807,000
Q2 2023

Aug 09, 2023

SELL
$221.03 - $237.48 $135,270 - $145,337
-612 Reduced 14.8%
3,522 $836,000
Q1 2023

May 04, 2023

SELL
$207.4 - $231.44 $31,110 - $34,716
-150 Reduced 3.5%
4,134 $932,000
Q4 2022

Feb 01, 2023

BUY
$179.14 - $217.69 $79,896 - $97,089
446 Added 11.62%
4,284 $890,000
Q3 2022

Oct 28, 2022

BUY
$177.28 - $217.14 $85,626 - $104,878
483 Added 14.4%
3,838 $682,000
Q2 2022

Aug 03, 2022

SELL
$189.05 - $227.74 $56,147 - $67,638
-297 Reduced 8.13%
3,355 $661,000
Q1 2022

Apr 28, 2022

BUY
$190.7 - $235.42 $295,394 - $364,665
1,549 Added 73.66%
3,652 $809,000
Q3 2021

Nov 16, 2021

BUY
$220.05 - $250.93 $13,203 - $15,055
60 Added 2.94%
2,103 $468,000
Q2 2021

Aug 03, 2021

BUY
$216.86 - $237.32 $2,168 - $2,373
10 Added 0.49%
2,043 $477,000
Q1 2021

May 25, 2021

SELL
$193.25 - $226.15 $171,412 - $200,595
-887 Reduced 30.38%
2,033 $471,000
Q4 2020

Mar 09, 2021

BUY
$180.87 - $218.73 $528,140 - $638,691
2,920 New
2,920 $639,000

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 $512B
  • 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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