A detailed history of Heritage Wealth Management, Inc. /Ca/ transactions in Visa Inc. stock. As of the latest transaction made, Heritage Wealth Management, Inc. /Ca/ holds 785 shares of V stock, worth $263,289. This represents 0.19% of its overall portfolio holdings.

Number of Shares
785
Previous 795 1.26%
Holding current value
$263,289
Previous $279 Million 0.04%
% of portfolio
0.19%
Previous 0.21%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 28, 2025

SELL
$308.27 - $373.31 $3,082 - $3,733
-10 Reduced 1.26%
785 $279 Million
Q1 2025

Apr 30, 2025

BUY
$306.92 - $362.71 $3,376 - $3,989
11 Added 1.4%
795 $279 Million
Q4 2024

Feb 11, 2025

BUY
$273.87 - $320.91 $214,714 - $251,593
784 New
784 $248 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 $548B
  • 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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