A detailed history of Phillips Financial Management, LLC transactions in Visa Inc. stock. As of the latest transaction made, Phillips Financial Management, LLC holds 1,500 shares of V stock, worth $469,785. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,500
Previous 1,486 0.94%
Holding current value
$469,785
Previous $390,000 5.64%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Nov 07, 2024

BUY
$253.74 - $291.56 $3,552 - $4,081
14 Added 0.94%
1,500 $412,000
Q2 2024

Aug 08, 2024

BUY
$262.47 - $281.5 $44,619 - $47,855
170 Added 12.92%
1,486 $390,000
Q1 2024

Apr 23, 2024

BUY
$257.98 - $290.37 $2,579 - $2,903
10 Added 0.77%
1,316 $367,000
Q4 2023

Jan 25, 2024

BUY
$228.81 - $262.38 $26,313 - $30,173
115 Added 9.66%
1,306 $340,000
Q3 2023

Nov 09, 2023

BUY
$229.5 - $248.11 $77,571 - $83,861
338 Added 39.62%
1,191 $273,000
Q2 2023

Aug 11, 2023

BUY
$221.03 - $237.48 $188,538 - $202,570
853 New
853 $202,000

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 $512B
  • 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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