A detailed history of Phillips Wealth Planners LLC transactions in Visa Inc. stock. As of the latest transaction made, Phillips Wealth Planners LLC holds 3,405 shares of V stock, worth $951,254. This represents 0.94% of its overall portfolio holdings.

Number of Shares
3,405
Previous 3,286 3.62%
Holding current value
$951,254
Previous $892 Million 0.43%
% of portfolio
0.94%
Previous 1.03%

Shares

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

Aug 02, 2024

BUY
$262.47 - $281.5 $31,233 - $33,498
119 Added 3.62%
3,405 $896 Million
Q1 2024

Apr 29, 2024

BUY
$257.98 - $290.37 $50,048 - $56,331
194 Added 6.27%
3,286 $892 Million
Q4 2023

Feb 12, 2024

SELL
$228.81 - $262.38 $34,321 - $39,357
-150 Reduced 4.63%
3,092 $829 Million
Q3 2023

Oct 30, 2023

BUY
$229.5 - $248.11 $48,883 - $52,847
213 Added 7.03%
3,242 $758 Million
Q2 2023

Jul 26, 2023

BUY
$221.03 - $237.48 $34,038 - $36,571
154 Added 5.36%
3,029 $719 Million
Q1 2023

May 15, 2023

BUY
$207.4 - $231.44 $42,724 - $47,676
206 Added 7.72%
2,875 $668 Million
Q4 2022

Feb 14, 2023

BUY
$179.14 - $217.69 $478,124 - $581,014
2,669 New
2,669 $611 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 $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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