A detailed history of Primoris Wealth Advisors, LLC transactions in Visa Inc. stock. As of the latest transaction made, Primoris Wealth Advisors, LLC holds 2,598 shares of V stock, worth $702,395. This represents 0.58% of its overall portfolio holdings.

Number of Shares
2,598
Previous 2,543 2.16%
Holding current value
$702,395
Previous $662,000 9.52%
% of portfolio
0.58%
Previous 0.63%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 07, 2024

BUY
$257.98 - $290.37 $14,188 - $15,970
55 Added 2.16%
2,598 $725,000
Q3 2023

Oct 31, 2023

BUY
$229.5 - $248.11 $459 - $496
2 Added 0.08%
2,543 $584,000
Q2 2023

Aug 03, 2023

BUY
$221.03 - $237.48 $1,547 - $1,662
7 Added 0.28%
2,541 $603,000
Q1 2023

Apr 25, 2023

SELL
$207.4 - $231.44 $82,752 - $92,344
-399 Reduced 13.6%
2,534 $571,000
Q4 2022

Feb 03, 2023

BUY
$179.14 - $217.69 $14,331 - $17,415
80 Added 2.8%
2,933 $609,000
Q4 2021

Feb 08, 2022

BUY
$190.16 - $233.88 $542,526 - $667,259
2,853 New
2,853 $618,000

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 $442B
  • 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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