Holistic Financial Partners Visa Inc. Transaction History

Holistic Financial Partners

  • $185 Million
  • Q1 2024

A detailed history of Holistic Financial Partners transactions in Visa Inc. stock. As of the latest transaction made, Holistic Financial Partners holds 1,979 shares of V stock, worth $519,428. This represents 0.3% of its overall portfolio holdings.

Number of Shares
1,979
Previous 1,975 0.2%
Holding current value
$519,428
Previous $514,000 7.39%
% of portfolio
0.3%
Previous 0.31%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024
BUY
$257.98 - $290.37 $1,031 - $1,161
4 Added 0.2%
1,979 $552,000
Q4 2023

Feb 12, 2024
BUY
$228.81 - $262.38 $8,923 - $10,232
39 Added 2.01%
1,975 $514,000
Q2 2023

Aug 09, 2023
BUY
$221.03 - $237.48 $7,072 - $7,599
32 Added 1.68%
1,936 $459,000
Q1 2023

May 04, 2023
BUY
$207.4 - $231.44 $8,088 - $9,026
39 Added 2.09%
1,904 $429,000
Q3 2022

Nov 09, 2022
BUY
$177.28 - $217.14 $6,913 - $8,468
39 Added 2.14%
1,865 $331,000
Q2 2022

Aug 02, 2022
BUY
$189.05 - $227.74 $7,372 - $8,881
39 Added 2.18%
1,826 $360,000
Q1 2022

May 13, 2022
SELL
$190.7 - $235.42 $24,791 - $30,604
-130 Reduced 6.78%
1,787 $396,000
Q4 2021

Feb 11, 2022
SELL
$190.16 - $233.88 $6,465 - $7,951
-34 Reduced 1.74%
1,917 $415,000
Q1 2021

May 11, 2021
SELL
$193.25 - $226.15 $114,597 - $134,106
-593 Reduced 23.31%
1,951 $413,000
Q4 2020

Feb 10, 2021
SELL
$180.87 - $218.73 $17,001 - $20,560
-94 Reduced 3.56%
2,544 $556,000
Q3 2020

Nov 13, 2020
BUY
$189.02 - $216.48 $33,078 - $37,884
175 Added 7.11%
2,638 $527,000
Q2 2020

Aug 13, 2020
BUY
$151.85 - $200.48 $23,233 - $30,673
153 Added 6.62%
2,463 $476,000
Q1 2020

May 05, 2020
SELL
$135.74 - $213.31 $16,696 - $26,237
-123 Reduced 5.06%
2,310 $372,000
Q4 2019

Feb 06, 2020
BUY
$169.83 - $189.39 $22,417 - $24,999
132 Added 5.74%
2,433 $457,000
Q3 2019

Nov 07, 2019
SELL
$168.86 - $185.74 $26,511 - $29,161
-157 Reduced 6.39%
2,301 $396,000
Q2 2019

Aug 07, 2019
BUY
$157.26 - $173.85 $1,887 - $2,086
12 Added 0.49%
2,458 $427,000
Q1 2019

May 07, 2019
SELL
$128.13 - $156.19 $1,537 - $1,874
-12 Reduced 0.49%
2,446 $382,000
Q4 2018

Feb 11, 2019
SELL
$121.73 - $150.79 $7,790 - $9,650
-64 Reduced 2.54%
2,458 $324,000
Q3 2018

Nov 05, 2018
BUY
$131.45 - $150.09 $331,516 - $378,526
2,522 New
2,522 $379,000
Q2 2018

Aug 14, 2018
SELL
$117.7 - $136.28 $296,839 - $343,698
-2,522 Closed
0 $0
Q4 2017

Feb 09, 2018
BUY
$105.31 - $114.35 $265,591 - $288,390
2,522
2,522 $288,000

Others Institutions Holding V

# of Institutions
4,108
Shares Held
1.45B
Call Options Held
12.2M
Put Options Held
10.2M
View Full List

About VISA INC.

V Quotes by TradingView
  • Ticker V
  • Exchange NYSE
  • Sector Financial Services
  • Industry Credit Services
  • Shares Outstandng 1,635,010,048
  • Market Cap $429B
  • 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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