A detailed history of Gradient Capital Advisors, LLC transactions in Visa Inc. stock. As of the latest transaction made, Gradient Capital Advisors, LLC holds 2,543 shares of V stock, worth $793,822. This represents 0.24% of its overall portfolio holdings.

Number of Shares
2,543
Previous 2,403 5.83%
Holding current value
$793,822
Previous $630,000 10.95%
% of portfolio
0.24%
Previous 0.23%

Shares

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

Oct 16, 2024

BUY
$253.74 - $291.56 $35,523 - $40,818
140 Added 5.83%
2,543 $699,000
Q1 2024

Apr 17, 2024

BUY
$257.98 - $290.37 $6,191 - $6,968
24 Added 1.01%
2,403 $670,000
Q3 2023

Oct 24, 2023

BUY
$229.5 - $248.11 $6,655 - $7,195
29 Added 1.23%
2,379 $547,000
Q2 2023

Jul 18, 2023

BUY
$221.03 - $237.48 $2,431 - $2,612
11 Added 0.47%
2,350 $558,000
Q4 2022

Feb 03, 2023

SELL
$179.14 - $217.69 $1,612 - $1,959
-9 Reduced 0.38%
2,339 $486,000
Q3 2022

Nov 04, 2022

BUY
$177.28 - $217.14 $416,253 - $509,844
2,348 New
2,348 $417,000
Q2 2022

Jul 18, 2022

SELL
$189.05 - $227.74 $198,313 - $238,899
-1,049 Closed
0 $0
Q1 2022

Apr 29, 2022

SELL
$190.7 - $235.42 $35,279 - $43,552
-185 Reduced 14.99%
1,049 $233,000
Q4 2021

Jan 31, 2022

BUY
$190.16 - $233.88 $21,678 - $26,662
114 Added 10.18%
1,234 $267,000
Q3 2021

Nov 02, 2021

BUY
$220.05 - $250.93 $7,481 - $8,531
34 Added 3.13%
1,120 $250,000
Q2 2021

Aug 02, 2021

BUY
$216.86 - $237.32 $6,288 - $6,882
29 Added 2.74%
1,086 $254,000
Q1 2021

Apr 21, 2021

BUY
$193.25 - $226.15 $20,098 - $23,519
104 Added 10.91%
1,057 $224,000
Q4 2020

Jan 20, 2021

BUY
$180.87 - $218.73 $172,369 - $208,449
953 New
953 $208,000

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 $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 Gradient Capital Advisors, LLC Portfolio

Follow Gradient Capital Advisors, 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 Gradient Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gradient Capital Advisors, LLC with notifications on news.