A detailed history of Polaris Wealth Advisory Group, LLC transactions in Visa Inc. stock. As of the latest transaction made, Polaris Wealth Advisory Group, LLC holds 86,673 shares of V stock, worth $27.5 Million. This represents 1.53% of its overall portfolio holdings.

Number of Shares
86,673
Previous 63,315 36.89%
Holding current value
$27.5 Million
Previous $15 Million 32.58%
% of portfolio
1.53%
Previous 1.16%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 11, 2023

BUY
$229.5 - $248.11 $5.36 Million - $5.8 Million
23,358 Added 36.89%
86,673 $19.9 Million
Q2 2023

Aug 07, 2023

BUY
$221.03 - $237.48 $4.33 Million - $4.65 Million
19,591 Added 44.81%
63,315 $15 Million
Q1 2023

May 03, 2023

BUY
$207.4 - $231.44 $8.41 Million - $9.39 Million
40,562 Added 1282.8%
43,724 $9.86 Million
Q4 2022

Jan 19, 2023

SELL
$179.14 - $217.69 $2,866 - $3,483
-16 Reduced 0.5%
3,162 $0
Q3 2022

Oct 12, 2022

BUY
$177.28 - $217.14 $3,722 - $4,559
21 Added 0.67%
3,178 $579,000
Q2 2022

Jul 12, 2022

SELL
$189.05 - $227.74 $170,145 - $204,966
-900 Reduced 22.18%
3,157 $622,000
Q1 2022

Apr 19, 2022

SELL
$190.7 - $235.42 $3,051 - $3,766
-16 Reduced 0.39%
4,057 $877,000
Q4 2021

Jan 26, 2022

SELL
$190.16 - $233.88 $130,639 - $160,675
-687 Reduced 14.43%
4,073 $883,000
Q3 2021

Oct 18, 2021

SELL
$220.05 - $250.93 $5,281 - $6,022
-24 Reduced 0.5%
4,760 $1.1 Million
Q2 2021

Jul 23, 2021

BUY
$216.86 - $237.32 $179,776 - $196,738
829 Added 20.96%
4,784 $1.13 Million
Q1 2021

Apr 19, 2021

SELL
$193.25 - $226.15 $112,085 - $131,167
-580 Reduced 12.79%
3,955 $880,000
Q4 2020

Jan 25, 2021

SELL
$180.87 - $218.73 $96,946 - $117,239
-536 Reduced 10.57%
4,535 $977,000
Q3 2020

Oct 15, 2020

SELL
$189.02 - $216.48 $169,550 - $194,182
-897 Reduced 15.03%
5,071 $1.03 Million
Q2 2020

Jul 13, 2020

BUY
$151.85 - $200.48 $42,821 - $56,535
282 Added 4.96%
5,968 $1.16 Million
Q1 2020

Apr 09, 2020

SELL
$135.74 - $213.31 $18.9 Million - $29.7 Million
-139,452 Reduced 96.08%
5,686 $916,000
Q4 2019

Jan 29, 2020

SELL
$169.83 - $189.39 $5.13 Million - $5.72 Million
-30,217 Reduced 17.23%
145,138 $29.2 Million
Q3 2019

Oct 09, 2019

BUY
$168.86 - $185.74 $223,908 - $246,291
1,326 Added 0.76%
175,355 $29.8 Million
Q2 2019

Jul 25, 2019

SELL
$157.26 - $173.85 $1.72 Million - $1.9 Million
-10,920 Reduced 5.9%
174,029 $30.3 Million
Q1 2019

Apr 09, 2019

SELL
$128.13 - $156.19 $50,226 - $61,226
-392 Reduced 0.21%
184,949 $29.1 Million
Q4 2018

Jan 17, 2019

SELL
$121.73 - $150.79 $293,977 - $364,157
-2,415 Reduced 1.29%
185,341 $24.5 Million
Q3 2018

Oct 19, 2018

BUY
$131.45 - $150.09 $24.6 Million - $28.1 Million
187,402 Added 52938.42%
187,756 $28.2 Million
Q2 2018

Jul 09, 2018

SELL
$117.7 - $136.28 $322,144 - $372,998
-2,737 Reduced 88.55%
354 $42,000
Q1 2018

Apr 09, 2018

SELL
$113.86 - $126.32 $171,017 - $189,732
-1,502 Reduced 32.7%
3,091 $370,000
Q4 2017

Feb 13, 2018

BUY
$105.31 - $114.35 $18,745 - $20,354
178 Added 4.03%
4,593 $524,000
Q3 2017

Nov 01, 2017

SELL
$99.49 - $106.21 $14,923 - $15,931
-150 Reduced 3.29%
4,415 $465,000
Q2 2017

Aug 09, 2017

BUY
N/A
4,565
4,565 $428,000

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 $519B
  • 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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