A detailed history of Heirloom Wealth Management transactions in Visa Inc. stock. As of the latest transaction made, Heirloom Wealth Management holds 68,610 shares of V stock, worth $21.8 Million. This represents 6.13% of its overall portfolio holdings.

Number of Shares
68,610
Previous 67,449 1.72%
Holding current value
$21.8 Million
Previous $17.7 Million 6.56%
% of portfolio
6.13%
Previous 5.96%

Shares

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

Oct 16, 2024

BUY
$253.74 - $291.56 $294,592 - $338,501
1,161 Added 1.72%
68,610 $18.9 Million
Q2 2024

Jul 31, 2024

SELL
$262.47 - $281.5 $265,094 - $284,315
-1,010 Reduced 1.48%
67,449 $17.7 Million
Q1 2024

Apr 24, 2024

SELL
$257.98 - $290.37 $325,054 - $365,866
-1,260 Reduced 1.81%
68,459 $19.1 Million
Q4 2023

Jan 31, 2024

BUY
$228.81 - $262.38 $225,606 - $258,706
986 Added 1.43%
69,719 $18.2 Million
Q3 2023

Oct 23, 2023

SELL
$229.5 - $248.11 $484,015 - $523,263
-2,109 Reduced 2.98%
68,733 $15.8 Million
Q2 2023

Aug 08, 2023

BUY
$221.03 - $237.48 $440,291 - $473,060
1,992 Added 2.89%
70,842 $16.8 Million
Q1 2023

Apr 27, 2023

BUY
$207.4 - $231.44 $2.09 Million - $2.33 Million
10,089 Added 17.17%
68,850 $15.5 Million
Q4 2022

Feb 01, 2023

BUY
$179.14 - $217.69 $771,018 - $936,937
4,304 Added 7.9%
58,761 $12.2 Million
Q2 2022

Aug 10, 2022

BUY
$189.05 - $227.74 $676,042 - $814,398
3,576 Added 7.03%
54,457 $11.5 Million
Q1 2022

May 17, 2022

SELL
$190.7 - $235.42 $453,293 - $559,593
-2,377 Reduced 4.46%
50,881 $10.1 Million
Q4 2021

Jan 25, 2022

BUY
$190.16 - $233.88 $10.1 Million - $12.5 Million
53,258 New
53,258 $10.8 Million

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 $520B
  • 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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