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 $807,936. This represents 0.24% of its overall portfolio holdings.

Number of Shares
2,543
Previous 2,403 5.83%
Holding current value
$807,936
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 $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
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