A detailed history of Lord & Richards Wealth Management, LLC transactions in Visa Inc. stock. As of the latest transaction made, Lord & Richards Wealth Management, LLC holds 4,782 shares of V stock, worth $1.64 Million. This represents 1.77% of its overall portfolio holdings.

Number of Shares
4,782
Previous 4,342 10.13%
Holding current value
$1.64 Million
Previous $1.52 Billion 11.57%
% of portfolio
1.77%
Previous 1.72%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025

BUY
$308.27 - $373.31 $135,638 - $164,256
440 Added 10.13%
4,782 $1.7 Billion
Q1 2025

May 02, 2025

BUY
$306.92 - $362.71 $739,370 - $873,768
2,409 Added 124.62%
4,342 $1.52 Billion
Q4 2024

Jan 30, 2025

BUY
$273.87 - $320.91 $529,390 - $620,319
1,933 New
1,933 $611 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 $562B
  • 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 Lord & Richards Wealth Management, LLC Portfolio

Follow Lord & Richards Wealth Management, 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 Lord & Richards Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lord & Richards Wealth Management, LLC with notifications on news.