A detailed history of Pacific Capital Wealth Advisors, Inc transactions in Visa Inc. stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 2,841 shares of V stock, worth $768,092. This represents 0.19% of its overall portfolio holdings.

Number of Shares
2,841
Previous 2,813 1.0%
Holding current value
$768,092
Previous $732,000 8.2%
% of portfolio
0.19%
Previous 0.19%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

BUY
$257.98 - $290.37 $7,223 - $8,130
28 Added 1.0%
2,841 $792,000
Q1 2023

May 05, 2023

SELL
$207.4 - $231.44 $52,472 - $58,554
-253 Reduced 8.25%
2,813 $634,000
Q4 2022

Feb 14, 2023

SELL
$179.14 - $217.69 $260,648 - $316,738
-1,455 Reduced 32.18%
3,066 $637,000
Q3 2022

Nov 14, 2022

BUY
$177.28 - $217.14 $136,860 - $167,632
772 Added 20.59%
4,521 $803,000
Q2 2022

Aug 05, 2022

SELL
$189.05 - $227.74 $6,238 - $7,515
-33 Reduced 0.87%
3,749 $738,000
Q1 2022

May 16, 2022

BUY
$190.7 - $235.42 $36,423 - $44,965
191 Added 5.32%
3,782 $839,000
Q4 2021

Mar 08, 2022

BUY
$190.16 - $233.88 $15,973 - $19,645
84 Added 2.4%
3,591 $778,000
Q3 2021

Nov 30, 2021

BUY
$220.05 - $250.93 $79,218 - $90,334
360 Added 11.44%
3,507 $781,000
Q1 2021

May 17, 2021

SELL
$193.25 - $226.15 $44,447 - $52,014
-230 Reduced 6.81%
3,147 $666,000
Q2 2020

Aug 11, 2020

SELL
$151.85 - $200.48 $2,581 - $3,408
-17 Reduced 0.5%
3,377 $652,000
Q1 2020

May 19, 2020

SELL
$135.74 - $213.31 $10,180 - $15,998
-75 Reduced 2.16%
3,394 $547,000
Q4 2019

Feb 14, 2020

BUY
$169.83 - $189.39 $589,140 - $656,993
3,469 New
3,469 $652,000

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 $442B
  • 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 Pacific Capital Wealth Advisors, Inc Portfolio

Follow Pacific Capital Wealth Advisors, Inc 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 Pacific Capital Wealth Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Pacific Capital Wealth Advisors, Inc with notifications on news.