Forum Financial Management, LP Visa Inc. Transaction History

Forum Financial Management, LP

$5.28 Billion
Q1 2025

A detailed history of Forum Financial Management, LP transactions in Visa Inc. stock. As of the latest transaction made, Forum Financial Management, LP holds 9,391 shares of V stock, worth $3.4 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

9,391

Previous 10,047 6.53%

Holding current value

$3.4 Million

Previous $3.18 Million 3.65%

% of portfolio

0.06%

Previous 0.06%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	SELL	$306.92 - $362.71 $201,339 - $237,937	-656 Reduced 6.53%	9,391 $3.29 Million
Q4 2024 Feb 13, 2025	BUY	$273.87 - $320.91 $330,834 - $387,659	1,208 Added 13.67%	10,047 $3.18 Million
Q3 2024 Oct 29, 2024	BUY	$253.74 - $291.56 $51,762 - $59,478	204 Added 2.36%	8,839 $2.43 Million
Q2 2024 Jul 30, 2024	SELL	$262.47 - $281.5 $989,774 - $1.06 Million	-3,771 Reduced 30.4%	8,635 $2.27 Million
Q1 2024 May 09, 2024	SELL	$257.98 - $290.37 $15,994 - $18,002	-62 Reduced 0.5%	12,406 $3.46 Million
Q4 2023 Feb 07, 2024	BUY	$228.81 - $262.38 $89,693 - $102,852	392 Added 3.25%	12,468 $3.25 Million
Q3 2023 Nov 03, 2023	BUY	$229.5 - $248.11 $47,736 - $51,606	208 Added 1.75%	12,076 $2.78 Million
Q2 2023 Jul 26, 2023	SELL	$221.03 - $237.48 $62,993 - $67,681	-285 Reduced 2.35%	11,868 $2.82 Million
Q1 2023 Apr 19, 2023	SELL	$207.4 - $231.44 $176,082 - $196,492	-849 Reduced 6.53%	12,153 $2.74 Million
Q4 2022 Jan 24, 2023	BUY	$179.14 - $217.69 $32,066 - $38,966	179 Added 1.4%	13,002 $0
Q3 2022 Nov 07, 2022	SELL	$177.28 - $217.14 $40,951 - $50,159	-231 Reduced 1.77%	12,823 $2.28 Million
Q2 2022 Aug 15, 2022	SELL	$189.05 - $227.74 $49,720 - $59,895	-263 Reduced 1.97%	13,054 $2.57 Million
Q1 2022 May 16, 2022	SELL	$190.7 - $235.42 $51,679 - $63,798	-271 Reduced 1.99%	13,317 $2.95 Million
Q4 2021 Feb 18, 2022	BUY	$190.16 - $233.88 $2.58 Million - $3.18 Million	13,588 New	13,588 $2.95 Million

Others Institutions Holding V

# of Institutions

4,749

Shares Held

1.47B

Call Options Held

13.5M

Put Options Held

17.4M

View Full List

About VISA INC.

Ticker V
Exchange NYSE
Sector Financial Services
Industry Credit Services
Shares Outstandng 1,635,010,048
Market Cap $592B
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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Forum Financial Management, LP Visa Inc. Transaction History