A detailed history of Engrave Wealth Partners LLC transactions in Visa Inc. stock. As of the latest transaction made, Engrave Wealth Partners LLC holds 2,399 shares of V stock, worth $762,186. This represents 0.18% of its overall portfolio holdings.

Number of Shares
2,399
Previous 2,287 4.9%
Holding current value
$762,186
Previous $526,000 18.63%
% of portfolio
0.18%
Previous 0.16%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 16, 2024

BUY
$228.81 - $262.38 $25,626 - $29,386
112 Added 4.9%
2,399 $624,000
Q3 2023

Nov 01, 2023

BUY
$229.5 - $248.11 $42,687 - $46,148
186 Added 8.85%
2,287 $526,000
Q2 2023

Jul 06, 2023

SELL
$221.03 - $237.48 $1,768 - $1,899
-8 Reduced 0.38%
2,101 $498,000
Q1 2023

Apr 26, 2023

SELL
$207.4 - $231.44 $5,185 - $5,786
-25 Reduced 1.17%
2,109 $475,000
Q4 2022

Jan 20, 2023

BUY
$179.14 - $217.69 $19,167 - $23,292
107 Added 5.28%
2,134 $0
Q3 2022

Oct 05, 2022

BUY
$177.28 - $217.14 $81,371 - $99,667
459 Added 29.27%
2,027 $360,000
Q1 2022

Apr 19, 2022

SELL
$190.7 - $235.42 $7,437 - $9,181
-39 Reduced 2.43%
1,568 $348,000
Q4 2021

Jan 12, 2022

SELL
$190.16 - $233.88 $6,655 - $8,185
-35 Reduced 2.13%
1,607 $348,000
Q3 2021

Oct 08, 2021

BUY
$220.05 - $250.93 $660 - $752
3 Added 0.18%
1,642 $366,000
Q2 2021

Jul 15, 2021

BUY
$216.86 - $237.32 $62,238 - $68,110
287 Added 21.23%
1,639 $383,000
Q1 2021

Apr 19, 2021

SELL
$193.25 - $226.15 $3,092 - $3,618
-16 Reduced 1.17%
1,352 $286,000
Q4 2020

Jan 15, 2021

SELL
$180.87 - $218.73 $14,650 - $17,717
-81 Reduced 5.59%
1,368 $286,000
Q3 2020

Oct 08, 2020

SELL
$189.02 - $216.48 $18,712 - $21,431
-99 Reduced 6.4%
1,449 $290,000
Q2 2020

Jul 14, 2020

SELL
$151.85 - $200.48 $759 - $1,002
-5 Reduced 0.32%
1,548 $299,000
Q1 2020

Apr 20, 2020

SELL
$135.74 - $213.31 $26,876 - $42,235
-198 Reduced 11.31%
1,553 $250,000
Q4 2019

Mar 12, 2020

BUY
$169.83 - $189.39 $297,372 - $331,621
1,751 New
1,751 $329,000

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 $519B
  • 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 Engrave Wealth Partners LLC Portfolio

Follow Engrave Wealth Partners 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 Engrave Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Engrave Wealth Partners LLC with notifications on news.