A detailed history of Evergreen Wealth Management, LLC transactions in Visa Inc. stock. As of the latest transaction made, Evergreen Wealth Management, LLC holds 9,815 shares of V stock, worth $2.72 Million. This represents 1.71% of its overall portfolio holdings.

Number of Shares
9,815
Previous 9,815 -0.0%
Holding current value
$2.72 Million
Previous $2.74 Billion 5.95%
% of portfolio
1.71%
Previous 1.85%

Shares

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

Feb 06, 2024

BUY
$228.81 - $262.38 $53,999 - $61,921
236 Added 2.46%
9,815 $2.56 Billion
Q3 2023

Nov 14, 2023

BUY
$229.5 - $248.11 $29,146 - $31,509
127 Added 1.34%
9,579 $2.2 Billion
Q2 2023

Aug 03, 2023

BUY
$221.03 - $237.48 $73,824 - $79,318
334 Added 3.66%
9,452 $2.24 Billion
Q1 2023

Apr 25, 2023

BUY
$207.4 - $231.44 $26,339 - $29,392
127 Added 1.41%
9,118 $2.06 Billion
Q4 2022

Feb 14, 2023

BUY
$179.14 - $217.69 $1.61 Million - $1.96 Million
8,991 New
8,991 $1.87 Billion

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 Evergreen Wealth Management, LLC Portfolio

Follow Evergreen Wealth Management, 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 Evergreen Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evergreen Wealth Management, LLC with notifications on news.