A detailed history of Modern Wealth Management, LLC transactions in Visa Inc. stock. As of the latest transaction made, Modern Wealth Management, LLC holds 10,997 shares of V stock, worth $3.75 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
10,997
Previous 12,234 10.11%
Holding current value
$3.75 Million
Previous $4.29 Million 8.93%
% of portfolio
0.1%
Previous 0.14%

Shares

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

Aug 14, 2025

SELL
$308.27 - $373.31 $381,329 - $461,784
-1,237 Reduced 10.11%
10,997 $3.9 Million
Q1 2025

May 30, 2025

BUY
$306.92 - $362.71 $4,296 - $5,077
14 Added 0.11%
12,234 $4.29 Million
Q1 2025

May 15, 2025

BUY
$306.92 - $362.71 $1.19 Million - $1.4 Million
3,862 Added 46.21%
12,220 $4.28 Billion
Q4 2024

May 30, 2025

SELL
$273.87 - $320.91 $1.05 Million - $1.23 Million
-3,832 Reduced 31.36%
8,388 $2.65 Million
Q4 2024

May 29, 2025

SELL
$273.87 - $320.91 $1.05 Million - $1.23 Million
-3,832 Reduced 31.36%
8,388 $2.65 Million
Q4 2024

Feb 11, 2025

BUY
$273.87 - $320.91 $893,911 - $1.05 Million
3,264 Added 64.08%
8,358 $2.94 Billion
Q3 2024

May 30, 2025

SELL
$253.74 - $291.56 $1.81 Million - $2.09 Million
-7,152 Reduced 58.53%
5,068 $1.39 Million
Q3 2024

May 29, 2025

SELL
$253.74 - $291.56 $1.81 Million - $2.09 Million
-7,152 Reduced 58.53%
5,068 $1.39 Million
Q3 2024

Nov 05, 2024

SELL
$253.74 - $291.56 $313,115 - $359,785
-1,234 Reduced 19.5%
5,094 $1.4 Billion
Q2 2024

May 29, 2025

SELL
$262.47 - $281.5 $1.55 Million - $1.67 Million
-5,918 Reduced 48.43%
6,302 $1.65 Million
Q2 2024

Aug 07, 2024

BUY
$262.47 - $281.5 $9,973 - $10,697
38 Added 0.6%
6,328 $1.66 Billion
Q1 2024

May 28, 2025

SELL
$257.98 - $290.37 $1.65 Million - $1.86 Million
-6,392 Reduced 52.31%
5,828 $1.63 Billion
Q1 2024

May 13, 2024

BUY
$257.98 - $290.37 $1.26 Million - $1.42 Million
4,901 Added 352.84%
6,290 $1.77 Billion
Q4 2023

May 28, 2025

SELL
$228.81 - $262.38 $2.45 Million - $2.81 Million
-10,723 Reduced 87.75%
1,497 $390 Million
Q4 2023

Feb 14, 2024

BUY
$228.81 - $262.38 $317,817 - $364,445
1,389 New
1,389 $362 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 $557B
  • 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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