A detailed history of Sax Wealth Advisors, LLC transactions in Visa Inc. stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 2,072 shares of V stock, worth $642,154. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,072
Previous 1,211 71.1%
Holding current value
$642,154
Previous $317,000 79.5%
% of portfolio
0.05%
Previous 0.03%

Shares

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

Oct 17, 2024

BUY
$253.74 - $291.56 $218,470 - $251,033
861 Added 71.1%
2,072 $569,000
Q2 2024

Jul 12, 2024

BUY
$262.47 - $281.5 $111,024 - $119,074
423 Added 53.68%
1,211 $317,000
Q1 2024

May 13, 2024

BUY
$257.98 - $290.37 $203,288 - $228,811
788 New
788 $219,000

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 $507B
  • 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 Sax Wealth Advisors, LLC Portfolio

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

News

Stay updated on Sax Wealth Advisors, LLC with notifications on news.