A detailed history of Monterey Private Wealth, Inc. transactions in Visa Inc. stock. As of the latest transaction made, Monterey Private Wealth, Inc. holds 4,908 shares of V stock, worth $1.37 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares
4,908
Previous 4,734 3.68%
Holding current value
$1.37 Million
Previous $1.32 Million 2.5%
% of portfolio
0.48%
Previous 0.53%

Shares

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

Jul 08, 2024

BUY
$262.47 - $281.5 $45,669 - $48,981
174 Added 3.68%
4,908 $1.29 Million
Q1 2024

Apr 09, 2024

BUY
$257.98 - $290.37 $2,837 - $3,194
11 Added 0.23%
4,734 $1.32 Million
Q4 2023

Jan 12, 2024

BUY
$228.81 - $262.38 $78,939 - $90,521
345 Added 7.88%
4,723 $1.23 Million
Q3 2023

Oct 10, 2023

SELL
$229.5 - $248.11 $60,129 - $65,004
-262 Reduced 5.65%
4,378 $1.01 Million
Q2 2023

Jul 11, 2023

BUY
$221.03 - $237.48 $153,615 - $165,048
695 Added 17.62%
4,640 $1.1 Million
Q1 2023

Apr 06, 2023

BUY
$207.4 - $231.44 $14,310 - $15,969
69 Added 1.78%
3,945 $889,000
Q4 2022

Jan 20, 2023

SELL
$179.14 - $217.69 $74,522 - $90,559
-416 Reduced 9.69%
3,876 $0
Q3 2022

Oct 11, 2022

SELL
$177.28 - $217.14 $354 - $434
-2 Reduced 0.05%
4,292 $773,000
Q2 2022

Jul 13, 2022

BUY
$189.05 - $227.74 $12,477 - $15,030
66 Added 1.56%
4,294 $846,000
Q1 2022

Apr 08, 2022

BUY
$190.7 - $235.42 $299,208 - $369,373
1,569 Added 59.01%
4,228 $947,000
Q4 2021

Jan 18, 2022

SELL
$190.16 - $233.88 $140,528 - $172,837
-739 Reduced 21.75%
2,659 $576,000
Q3 2021

Oct 08, 2021

BUY
$220.05 - $250.93 $220 - $250
1 Added 0.03%
3,398 $762,000
Q2 2021

Aug 30, 2021

BUY
$216.86 - $237.32 $158,741 - $173,718
732 Added 27.47%
3,397 $794,000
Q1 2021

Apr 28, 2021

SELL
$193.25 - $226.15 $17,006 - $19,901
-88 Reduced 3.2%
2,665 $614,000
Q4 2020

Feb 16, 2021

BUY
$180.87 - $218.73 $77,231 - $93,397
427 Added 18.36%
2,753 $602,000
Q4 2020

Feb 11, 2021

SELL
$180.87 - $218.73 $77,050 - $93,178
-426 Reduced 15.48%
2,326 $465,000
Q3 2020

Feb 24, 2021

BUY
$189.02 - $216.48 $34,779 - $39,832
184 Added 7.17%
2,752 $550,000
Q2 2020

Feb 24, 2021

BUY
$151.85 - $200.48 $109,028 - $143,944
718 Added 38.81%
2,568 $496,000
Q1 2020

Feb 24, 2021

SELL
$135.74 - $213.31 $31,763 - $49,914
-234 Reduced 11.23%
1,850 $298,000
Q4 2019

Feb 24, 2021

BUY
$169.83 - $189.39 $353,925 - $394,688
2,084 New
2,084 $392,000

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 $457B
  • 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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