A detailed history of Lwm Advisory Services, LLC transactions in Visa Inc. stock. As of the latest transaction made, Lwm Advisory Services, LLC holds 1,750 shares of V stock, worth $484,347. This represents 0.4% of its overall portfolio holdings.

Number of Shares
1,750
Previous 2,910 39.86%
Holding current value
$484,347
Previous $812,000 43.47%
% of portfolio
0.4%
Previous 0.56%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024

SELL
$262.47 - $281.5 $304,465 - $326,540
-1,160 Reduced 39.86%
1,750 $459,000
Q1 2024

May 09, 2024

SELL
$257.98 - $290.37 $18,058 - $20,325
-70 Reduced 2.35%
2,910 $812,000
Q4 2023

Feb 05, 2024

BUY
$228.81 - $262.38 $16,016 - $18,366
70 Added 2.41%
2,980 $775,000
Q3 2023

Nov 02, 2023

BUY
$229.5 - $248.11 $7,803 - $8,435
34 Added 1.18%
2,910 $669,000
Q2 2023

Aug 07, 2023

SELL
$221.03 - $237.48 $21,881 - $23,510
-99 Reduced 3.33%
2,876 $682,000
Q1 2023

May 02, 2023

BUY
$207.4 - $231.44 $19,080 - $21,292
92 Added 3.19%
2,975 $670,000
Q4 2022

Feb 07, 2023

SELL
$179.14 - $217.69 $399,482 - $485,448
-2,230 Reduced 43.61%
2,883 $599,000
Q3 2022

Nov 16, 2022

BUY
$177.28 - $217.14 $65,770 - $80,558
371 Added 7.82%
5,113 $940,000
Q2 2022

Aug 15, 2022

BUY
$189.05 - $227.74 $28,357 - $34,161
150 Added 3.27%
4,742 $938,000
Q1 2022

May 09, 2022

SELL
$190.7 - $235.42 $13,349 - $16,479
-70 Reduced 1.5%
4,592 $1.02 Million
Q4 2021

Feb 18, 2022

BUY
$190.16 - $233.88 $886,525 - $1.09 Million
4,662 New
4,662 $1.01 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 $453B
  • 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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