Personal Cfo Solutions, LLC Visa Inc. Transaction History

Personal Cfo Solutions, LLC

$482 Million
Q1 2025

A detailed history of Personal Cfo Solutions, LLC transactions in Visa Inc. stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 14,128 shares of V stock, worth $4.81 Million. This represents 1.03% of its overall portfolio holdings.

Number of Shares

14,128

Previous 13,691 3.19%

Holding current value

$4.81 Million

Previous $4.33 Million 14.45%

% of portfolio

1.03%

Previous 0.87%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	BUY	$306.92 - $362.71 $134,124 - $158,504	437 Added 3.19%	14,128 $4.95 Million
Q4 2024 Feb 07, 2025	SELL	$273.87 - $320.91 $43,271 - $50,703	-158 Reduced 1.14%	13,691 $4.33 Million
Q3 2024 Nov 14, 2024	SELL	$253.74 - $291.56 $35,777 - $41,109	-141 Reduced 1.01%	13,849 $3.81 Million
Q2 2024 Aug 09, 2024	SELL	$262.47 - $281.5 $65,879 - $70,656	-251 Reduced 1.76%	13,990 $3.67 Million
Q1 2024 May 13, 2024	BUY	$257.98 - $290.37 $240,437 - $270,624	932 Added 7.0%	14,241 $3.97 Million
Q4 2023 Feb 13, 2024	BUY	$228.81 - $262.38 $530,610 - $608,459	2,319 Added 21.1%	13,309 $3.46 Million
Q3 2023 Nov 13, 2023	SELL	$229.5 - $248.11 $11,934 - $12,901	-52 Reduced 0.47%	10,990 $2.53 Million
Q2 2023 Aug 10, 2023	BUY	$221.03 - $237.48 $18,124 - $19,473	82 Added 0.75%	11,042 $2.62 Million
Q1 2023 May 09, 2023	SELL	$207.4 - $231.44 $141,446 - $157,842	-682 Reduced 5.86%	10,960 $2.47 Million
Q4 2022 Feb 14, 2023	SELL	$179.14 - $217.69 $31,528 - $38,313	-176 Reduced 1.49%	11,642 $2.42 Million
Q3 2022 Nov 01, 2022	SELL	$177.28 - $217.14 $350,128 - $428,851	-1,975 Reduced 14.32%	11,818 $2.1 Million
Q2 2022 Aug 05, 2022	SELL	$189.05 - $227.74 $88,853 - $107,037	-470 Reduced 3.3%	13,793 $2.72 Million
Q1 2022 May 02, 2022	BUY	$190.7 - $235.42 $238,756 - $294,745	1,252 Added 9.62%	14,263 $3.16 Million
Q4 2021 Feb 11, 2022	BUY	$190.16 - $233.88 $185,215 - $227,799	974 Added 8.09%	13,011 $2.82 Million
Q3 2021 Nov 18, 2021	BUY	$220.05 - $250.93 $152,934 - $174,396	695 Added 6.13%	12,037 $2.68 Million
Q2 2021 Jul 22, 2021	SELL	$216.86 - $237.32 $102,791 - $112,489	-474 Reduced 4.01%	11,342 $2.65 Million
Q1 2021 Apr 21, 2021	BUY	$193.25 - $226.15 $85,996 - $100,636	445 Added 3.91%	11,816 $2.5 Million
Q4 2020 Feb 09, 2021	BUY	$180.87 - $218.73 $66,198 - $80,055	366 Added 3.33%	11,371 $2.49 Million
Q3 2020 Nov 02, 2020	SELL	$189.02 - $216.48 $15,877 - $18,184	-84 Reduced 0.76%	11,005 $2,000
Q2 2020 Aug 03, 2020	BUY	$151.85 - $200.48 $182,675 - $241,177	1,203 Added 12.17%	11,089 $2.14 Million
Q1 2020 Apr 30, 2020	SELL	$135.74 - $213.31 $269,851 - $424,060	-1,988 Reduced 16.74%	9,886 $1.59 Million
Q4 2019 Feb 13, 2020	SELL	$169.83 - $189.39 $56,893 - $63,445	-335 Reduced 2.74%	11,874 $2.23 Million
Q3 2019 Nov 13, 2019	BUY	$168.86 - $185.74 $2.06 Million - $2.27 Million	12,209 New	12,209 $2.11 Million

Others Institutions Holding V

# of Institutions

4,903

Shares Held

1.46B

Call Options Held

13.5M

Put Options Held

14.1M

View Full List

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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Personal Cfo Solutions, LLC Visa Inc. Transaction History