A detailed history of Legacy Wealth Planning, LLC transactions in Visa Inc. stock. As of the latest transaction made, Legacy Wealth Planning, LLC holds 2,042 shares of V stock, worth $648,763. This represents 0.6% of its overall portfolio holdings.

Number of Shares
2,042
Previous 2,017 1.24%
Holding current value
$648,763
Previous $397,000 8.56%
% of portfolio
0.6%
Previous 0.57%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 10, 2022

BUY
$177.28 - $217.14 $4,432 - $5,428
25 Added 1.24%
2,042 $363,000
Q2 2022

Jul 26, 2022

BUY
$189.05 - $227.74 $72,784 - $87,679
385 Added 23.59%
2,017 $397,000
Q1 2022

May 10, 2022

SELL
$190.7 - $235.42 $134,824 - $166,441
-707 Reduced 30.23%
1,632 $362,000
Q4 2021

Feb 14, 2022

BUY
$190.16 - $233.88 $45,258 - $55,663
238 Added 11.33%
2,339 $507,000
Q3 2021

Nov 12, 2021

BUY
$220.05 - $250.93 $66,015 - $75,279
300 Added 16.66%
2,101 $468,000
Q1 2021

May 06, 2021

BUY
$193.25 - $226.15 $14,107 - $16,508
73 Added 4.22%
1,801 $381,000
Q4 2020

Feb 12, 2021

BUY
$180.87 - $218.73 $4,521 - $5,468
25 Added 1.47%
1,728 $378,000
Q3 2020

Nov 03, 2020

BUY
$189.02 - $216.48 $89,406 - $102,395
473 Added 38.46%
1,703 $341,000
Q2 2020

Aug 17, 2020

BUY
$151.85 - $200.48 $186,775 - $246,590
1,230 New
1,230 $238,000

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
Track This Portfolio

Track Legacy Wealth Planning, LLC Portfolio

Follow Legacy Wealth Planning, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Wealth Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Wealth Planning, LLC with notifications on news.