A detailed history of Regent Peak Wealth Advisors LLC transactions in Visa Inc. stock. As of the latest transaction made, Regent Peak Wealth Advisors LLC holds 4,806 shares of V stock, worth $1.5 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
4,806
Previous 4,850 0.91%
Holding current value
$1.5 Million
Previous $1.27 Million 3.85%
% of portfolio
0.3%
Previous 0.31%

Shares

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

Oct 16, 2024

SELL
$253.74 - $291.56 $11,164 - $12,828
-44 Reduced 0.91%
4,806 $1.32 Million
Q2 2024

Aug 14, 2024

BUY
$262.47 - $281.5 $29,396 - $31,528
112 Added 2.36%
4,850 $1.27 Million
Q1 2024

May 01, 2024

SELL
$257.98 - $290.37 $36,891 - $41,522
-143 Reduced 2.93%
4,738 $1.32 Million
Q4 2023

Jan 23, 2024

SELL
$228.81 - $262.38 $17,618 - $20,203
-77 Reduced 1.55%
4,881 $1.27 Million
Q3 2023

Nov 03, 2023

SELL
$229.5 - $248.11 $2,065 - $2,232
-9 Reduced 0.18%
4,958 $1.14 Million
Q2 2023

Jul 19, 2023

SELL
$221.03 - $237.48 $16,798 - $18,048
-76 Reduced 1.51%
4,967 $1.18 Million
Q1 2023

Apr 24, 2023

SELL
$207.4 - $231.44 $30,695 - $34,253
-148 Reduced 2.85%
5,043 $1.14 Million
Q4 2022

Feb 08, 2023

BUY
$179.14 - $217.69 $27,766 - $33,741
155 Added 3.08%
5,191 $1.08 Million
Q3 2022

Nov 14, 2022

SELL
$177.28 - $217.14 $42,015 - $51,462
-237 Reduced 4.49%
5,036 $894,000
Q2 2022

Aug 11, 2022

BUY
$189.05 - $227.74 $34,974 - $42,131
185 Added 3.64%
5,273 $1.04 Million
Q1 2022

May 03, 2022

BUY
$190.7 - $235.42 $11,251 - $13,889
59 Added 1.17%
5,088 $1.13 Million
Q4 2021

Feb 11, 2022

SELL
$190.16 - $233.88 $8,557 - $10,524
-45 Reduced 0.89%
5,029 $1.09 Million
Q3 2021

Nov 08, 2021

BUY
$220.05 - $250.93 $2,200 - $2,509
10 Added 0.2%
5,074 $1.13 Million
Q2 2021

Aug 16, 2021

BUY
$216.86 - $237.32 $6,722 - $7,356
31 Added 0.62%
5,064 $1.25 Million
Q1 2021

Apr 28, 2021

BUY
$193.25 - $226.15 $59,714 - $69,880
309 Added 6.54%
5,033 $1.07 Million
Q4 2020

Feb 12, 2021

BUY
$180.87 - $218.73 $94,414 - $114,177
522 Added 12.42%
4,724 $1.03 Million
Q3 2020

Nov 04, 2020

BUY
$189.02 - $216.48 $13,231 - $15,153
70 Added 1.69%
4,202 $840,000
Q2 2020

Aug 05, 2020

BUY
$151.85 - $200.48 $110,394 - $145,748
727 Added 21.35%
4,132 $798,000
Q1 2020

Apr 27, 2020

BUY
$135.74 - $213.31 $113,478 - $178,327
836 Added 32.54%
3,405 $548,000
Q4 2019

Feb 14, 2020

BUY
$169.83 - $189.39 $436,293 - $486,542
2,569 New
2,569 $482,000

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 $510B
  • 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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