A detailed history of Lwm Advisory Services, LLC transactions in Visa Inc. stock. As of the latest transaction made, Lwm Advisory Services, LLC holds 2,705 shares of V stock, worth $838,333. This represents 0.57% of its overall portfolio holdings.

Number of Shares
2,705
Previous 1,750 54.57%
Holding current value
$838,333
Previous $459,000 61.87%
% of portfolio
0.57%
Previous 0.4%

Shares

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

Nov 13, 2024

BUY
$253.74 - $291.56 $242,321 - $278,439
955 Added 54.57%
2,705 $743,000
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 $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
Track This Portfolio

Track Lwm Advisory Services, LLC Portfolio

Follow Lwm Advisory Services, 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 Lwm Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lwm Advisory Services, LLC with notifications on news.