A detailed history of Phoenix Wealth Advisors transactions in Visa Inc. stock. As of the latest transaction made, Phoenix Wealth Advisors holds 964 shares of V stock, worth $329,495. This represents 0.13% of its overall portfolio holdings.

Number of Shares
964
Previous 932 3.43%
Holding current value
$329,495
Previous $256,000 18.75%
% of portfolio
0.13%
Previous 0.12%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025

BUY
$273.87 - $320.91 $8,763 - $10,269
32 Added 3.43%
964 $304,000
Q3 2024

Nov 08, 2024

SELL
$253.74 - $291.56 $50,748 - $58,312
-200 Reduced 17.67%
932 $256,000
Q2 2024

Jul 17, 2024

BUY
$262.47 - $281.5 $80,578 - $86,420
307 Added 37.21%
1,132 $297,000
Q1 2024

Apr 26, 2024

BUY
$257.98 - $290.37 $8,771 - $9,872
34 Added 4.3%
825 $230,000
Q4 2023

Jan 30, 2024

BUY
$228.81 - $262.38 $180,988 - $207,542
791 New
791 $205,000
Q1 2022

May 02, 2022

SELL
$190.7 - $235.42 $176,206 - $217,528
-924 Closed
0 $0
Q2 2021

Jul 23, 2021

SELL
$216.86 - $237.32 $197,776 - $216,435
-912 Reduced 49.67%
924 $221,000
Q4 2020

Feb 05, 2021

BUY
$180.87 - $218.73 $332,077 - $401,588
1,836 New
1,836 $402,000

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 $559B
  • 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 Phoenix Wealth Advisors Portfolio

Follow Phoenix Wealth Advisors 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 Phoenix Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Phoenix Wealth Advisors with notifications on news.