A detailed history of Integrated Wealth Concepts LLC transactions in Visa Inc. stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 77,970 shares of V stock, worth $24.2 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
77,970
Previous 75,800 2.86%
Holding current value
$24.2 Million
Previous $19.9 Million 7.75%
% of portfolio
0.27%
Previous 0.28%

Shares

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

Nov 14, 2024

BUY
$253.74 - $291.56 $550,615 - $632,685
2,170 Added 2.86%
77,970 $21.4 Million
Q2 2024

Aug 14, 2024

SELL
$262.47 - $281.5 $1.53 Million - $1.64 Million
-5,841 Reduced 7.15%
75,800 $19.9 Million
Q1 2024

May 15, 2024

BUY
$257.98 - $290.37 $808,509 - $910,019
3,134 Added 3.99%
81,641 $22.8 Million
Q4 2023

Feb 13, 2024

BUY
$228.81 - $262.38 $1.84 Million - $2.11 Million
8,035 Added 11.4%
78,507 $20.4 Million
Q3 2023

Nov 15, 2023

SELL
$229.5 - $248.11 $39,015 - $42,178
-170 Reduced 0.24%
70,472 $16.2 Million
Q2 2023

Aug 15, 2023

BUY
$221.03 - $237.48 $1.94 Million - $2.08 Million
8,773 Added 14.18%
70,642 $16.8 Million
Q1 2023

May 03, 2023

BUY
$207.4 - $231.44 $2.88 Million - $3.21 Million
13,890 Added 28.95%
61,869 $13.9 Million
Q4 2022

Feb 13, 2023

BUY
$179.14 - $217.69 $60,370 - $73,361
337 Added 0.71%
47,979 $9.97 Million
Q3 2022

Nov 14, 2022

SELL
$177.28 - $217.14 $47,156 - $57,759
-266 Reduced 0.56%
47,642 $8.46 Million
Q2 2022

Aug 08, 2022

SELL
$189.05 - $227.74 $120,613 - $145,298
-638 Reduced 1.31%
47,908 $9.43 Million
Q1 2022

May 12, 2022

BUY
$190.7 - $235.42 $137,876 - $170,208
723 Added 1.51%
48,546 $10.8 Million
Q4 2021

Feb 15, 2022

BUY
$190.16 - $233.88 $478,252 - $588,208
2,515 Added 5.55%
47,823 $10.4 Million
Q3 2021

Nov 15, 2021

BUY
$220.05 - $250.93 $507,435 - $578,644
2,306 Added 5.36%
45,308 $10.1 Million
Q2 2021

Aug 13, 2021

BUY
$216.86 - $237.32 $248,304 - $271,731
1,145 Added 2.74%
43,002 $10.1 Million
Q1 2021

May 13, 2021

BUY
$193.25 - $226.15 $264,366 - $309,373
1,368 Added 3.38%
41,857 $8.86 Million
Q4 2020

Feb 12, 2021

BUY
$180.87 - $218.73 $335,694 - $405,962
1,856 Added 4.8%
40,489 $8.86 Million
Q3 2020

Nov 13, 2020

BUY
$189.02 - $216.48 $4.02 Million - $4.61 Million
21,276 Added 122.58%
38,633 $7.73 Million
Q2 2020

Jul 30, 2020

BUY
$151.85 - $200.48 $345,762 - $456,492
2,277 Added 15.1%
17,357 $3.35 Million
Q1 2020

May 18, 2020

SELL
$135.74 - $213.31 $62,168 - $97,695
-458 Reduced 2.95%
15,080 $2.43 Million
Q4 2019

Feb 20, 2020

BUY
$169.83 - $189.39 $190,549 - $212,495
1,122 Added 7.78%
15,538 $2.92 Million
Q3 2019

Nov 15, 2019

BUY
$168.86 - $185.74 $44,747 - $49,221
265 Added 1.87%
14,416 $2.48 Million
Q2 2019

Aug 15, 2019

BUY
$157.26 - $173.85 $317,665 - $351,177
2,020 Added 16.65%
14,151 $2.37 Million
Q1 2019

May 15, 2019

BUY
$128.13 - $156.19 $181,047 - $220,696
1,413 Added 13.18%
12,131 $1.9 Million
Q4 2018

Feb 14, 2019

SELL
$121.73 - $150.79 $78,272 - $96,957
-643 Reduced 5.66%
10,718 $1.41 Million
Q3 2018

Nov 13, 2018

BUY
$131.45 - $150.09 $85,442 - $97,558
650 Added 6.07%
11,361 $1.71 Million
Q2 2018

Jul 27, 2018

BUY
$117.7 - $136.28 $89,452 - $103,572
760 Added 7.64%
10,711 $1.42 Million
Q1 2018

May 15, 2018

BUY
$113.86 - $126.32 $88,696 - $98,403
779 Added 8.49%
9,951 $1.18 Million
Q4 2017

May 15, 2018

BUY
$105.31 - $114.35 $965,903 - $1.05 Million
9,172
9,172 $1.1 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 $507B
  • 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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