A detailed history of Heritage Wealth Management, LLC transactions in Visa Inc. stock. As of the latest transaction made, Heritage Wealth Management, LLC holds 6,094 shares of V stock, worth $1.94 Million. This represents 0.9% of its overall portfolio holdings.

Number of Shares
6,094
Previous 6,668 8.61%
Holding current value
$1.94 Million
Previous $1.86 Million 14.03%
% of portfolio
0.9%
Previous 0.93%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

SELL
$262.47 - $281.5 $150,657 - $161,581
-574 Reduced 8.61%
6,094 $1.6 Million
Q1 2024

Apr 25, 2024

SELL
$257.98 - $290.37 $54,433 - $61,268
-211 Reduced 3.07%
6,668 $1.86 Million
Q4 2023

Feb 06, 2024

SELL
$228.81 - $262.38 $4.31 Million - $4.94 Million
-18,836 Reduced 73.25%
6,879 $1.79 Million
Q4 2022

Feb 13, 2023

BUY
$179.14 - $217.69 $2.41 Million - $2.93 Million
13,476 Added 110.11%
25,715 $5.34 Million
Q3 2022

Nov 14, 2022

BUY
$177.28 - $217.14 $116,295 - $142,443
656 Added 5.66%
12,239 $2.17 Million
Q2 2022

Aug 15, 2022

SELL
$189.05 - $227.74 $79,779 - $96,106
-422 Reduced 3.52%
11,583 $2.28 Million
Q1 2022

Aug 15, 2022

BUY
$190.7 - $235.42 $530,146 - $654,467
2,780 Added 30.14%
12,005 $2.66 Million
Q3 2021

Nov 10, 2021

BUY
$220.05 - $250.93 $185,282 - $211,283
842 Added 10.04%
9,225 $2.06 Million
Q2 2021

Aug 11, 2021

SELL
$216.86 - $237.32 $34,047 - $37,259
-157 Reduced 1.84%
8,383 $1.96 Million
Q1 2021

Jul 16, 2021

BUY
$193.25 - $226.15 $1.65 Million - $1.93 Million
8,540 New
8,540 $1.81 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 $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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