Sky Oak Wealth, LLC Visa Inc. Transaction History

Sky Oak Wealth, LLC

$427 Million
Q2 2024

A detailed history of Sky Oak Wealth, LLC transactions in Visa Inc. stock. As of the latest transaction made, Sky Oak Wealth, LLC holds 8,527 shares of V stock, worth $2.35 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares

8,527

Previous 8,527 -0.0%

Holding current value

$2.35 Million

Previous $2.38 Million 5.93%

% of portfolio

0.52%

Previous 0.57%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 29, 2024	SELL	$257.98 - $290.37 $2,321 - $2,613	-9 Reduced 0.11%	8,527 $2.38 Million
Q4 2023 Jan 12, 2024	SELL	$228.81 - $262.38 $106,625 - $122,269	-466 Reduced 5.18%	8,536 $2.22 Million
Q3 2023 Oct 24, 2023	BUY	$229.5 - $248.11 $42,228 - $45,652	184 Added 2.09%	9,002 $2.07 Million
Q2 2023 Jul 20, 2023	SELL	$221.03 - $237.48 $22,103 - $23,748	-100 Reduced 1.12%	8,818 $2.09 Million
Q1 2023 May 02, 2023	BUY	$207.4 - $231.44 $62,012 - $69,200	299 Added 3.47%	8,918 $2.01 Million
Q4 2022 Jan 26, 2023	SELL	$179.14 - $217.69 $89,570 - $108,845	-500 Reduced 5.48%	8,619 $0
Q3 2022 Oct 25, 2022	BUY	$177.28 - $217.14 $53,184 - $65,141	300 Added 3.4%	9,119 $1.62 Million
Q2 2022 Jul 26, 2022	SELL	$189.05 - $227.74 $335,563 - $404,238	-1,775 Reduced 16.75%	8,819 $1.74 Million
Q1 2022 Apr 18, 2022	SELL	$190.7 - $235.42 $59,117 - $72,980	-310 Reduced 2.84%	10,594 $2.35 Million
Q4 2021 Jan 24, 2022	SELL	$190.16 - $233.88 $170,573 - $209,790	-897 Reduced 7.6%	10,904 $2.36 Million
Q3 2021 Oct 21, 2021	SELL	$220.05 - $250.93 $22,005 - $25,093	-100 Reduced 0.84%	11,801 $2.63 Million
Q2 2021 Jul 19, 2021	SELL	$216.86 - $237.32 $16,264 - $17,799	-75 Reduced 0.63%	11,901 $2.78 Million
Q1 2021 Apr 29, 2021	SELL	$193.25 - $226.15 $18,938 - $22,162	-98 Reduced 0.81%	11,976 $2.8 Million
Q4 2020 Feb 02, 2021	SELL	$180.87 - $218.73 $5,426 - $6,561	-30 Reduced 0.25%	12,074 $2.64 Million
Q3 2020 Nov 03, 2020	SELL	$189.02 - $216.48 $661,002 - $757,030	-3,497 Reduced 22.42%	12,104 $2.42 Million
Q2 2020 Aug 10, 2020	SELL	$151.85 - $200.48 $75,621 - $99,839	-498 Reduced 3.09%	15,601 $3.01 Million
Q1 2020 May 04, 2020	SELL	$135.74 - $213.31 $2.67 Million - $4.19 Million	-19,664 Reduced 54.98%	16,099 $2.59 Million
Q4 2019 Feb 04, 2020	BUY	$169.83 - $189.39 $6.07 Million - $6.77 Million	35,763 New	35,763 $6.72 Million

Others Institutions Holding V

# of Institutions

4,161

Shares Held

1.47B

Call Options Held

11.4M

Put Options Held

9.22M

View Full List

About VISA INC.

Ticker V
Exchange NYSE
Sector Financial Services
Industry Credit Services
Shares Outstandng 1,635,010,048
Market Cap $450B
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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Sky Oak Wealth, LLC Visa Inc. Transaction History