A detailed history of Holistic Planning, LLC transactions in Visa Inc. stock. As of the latest transaction made, Holistic Planning, LLC holds 2,609 shares of V stock, worth $891,756. This represents 0.3% of its overall portfolio holdings.

Number of Shares
2,609
Previous 2,535 2.92%
Holding current value
$891,756
Previous $697 Million 18.3%
% of portfolio
0.3%
Previous 0.29%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025

BUY
$273.87 - $320.91 $20,266 - $23,747
74 Added 2.92%
2,609 $825 Million
Q3 2024

Nov 01, 2024

BUY
$253.74 - $291.56 $153,005 - $175,810
603 Added 31.21%
2,535 $697 Million
Q1 2024

May 01, 2024

BUY
$257.98 - $290.37 $257 - $290
1 Added 0.05%
1,932 $539 Million
Q4 2023

Feb 14, 2024

BUY
$228.81 - $262.38 $441,832 - $506,655
1,931 New
1,931 $503 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 $559B
  • 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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