Strategic Wealth Investment Group, LLC Visa Inc. Transaction History

Strategic Wealth Investment Group, LLC

$764 Million
Q2 2024

A detailed history of Strategic Wealth Investment Group, LLC transactions in Visa Inc. stock. As of the latest transaction made, Strategic Wealth Investment Group, LLC holds 54,160 shares of V stock, worth $15 Million. This represents 1.86% of its overall portfolio holdings.

Number of Shares

54,160

Previous 45,047 20.23%

Holding current value

$15 Million

Previous $11.7 Million 21.22%

% of portfolio

1.86%

Previous 1.77%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	BUY	$262.47 - $281.5 $2.39 Million - $2.57 Million	9,113 Added 20.23%	54,160 $14.2 Million
Q4 2023 Jan 16, 2024	BUY	$228.81 - $262.38 $1.39 Million - $1.6 Million	6,091 Added 15.64%	45,047 $11.7 Million
Q3 2023 Nov 03, 2023	BUY	$229.5 - $248.11 $1.05 Million - $1.14 Million	4,595 Added 13.37%	38,956 $8.96 Million
Q2 2023 Jul 17, 2023	BUY	$221.03 - $237.48 $956,396 - $1.03 Million	4,327 Added 14.41%	34,361 $8.16 Million
Q1 2023 Apr 24, 2023	SELL	$207.4 - $231.44 $40.4 Million - $45.1 Million	-194,966 Reduced 86.65%	30,034 $6.77 Million
Q1 2023 Apr 20, 2023	BUY	$207.4 - $231.44 $41.4 Million - $46.2 Million	199,526 Added 783.25%	225,000 $50.7 Million
Q4 2022 Jan 27, 2023	BUY	$179.14 - $217.69 $571,456 - $694,431	3,190 Added 14.32%	25,474 $0
Q3 2022 Oct 21, 2022	BUY	$177.28 - $217.14 $117,359 - $143,746	662 Added 3.06%	22,284 $3.96 Million
Q2 2022 Aug 08, 2022	SELL	$189.05 - $227.74 $107,002 - $128,900	-566 Reduced 2.55%	21,622 $4.26 Million
Q1 2022 Apr 26, 2022	BUY	$190.7 - $235.42 $712,264 - $879,293	3,735 Added 20.24%	22,188 $4.92 Million
Q4 2021 Jan 21, 2022	BUY	$190.16 - $233.88 $576,184 - $708,656	3,030 Added 19.65%	18,453 $4 Million
Q3 2021 Nov 15, 2021	BUY	$220.05 - $250.93 $734,306 - $837,353	3,337 Added 27.61%	15,423 $3.44 Million
Q2 2021 Jul 16, 2021	BUY	$216.86 - $237.32 $751,419 - $822,313	3,465 Added 40.19%	12,086 $2.83 Million
Q1 2021 Apr 22, 2021	BUY	$193.25 - $226.15 $393,650 - $460,667	2,037 Added 30.94%	8,621 $1.83 Million
Q4 2020 Jan 26, 2021	BUY	$180.87 - $218.73 $261,357 - $316,064	1,445 Added 28.12%	6,584 $1.44 Million
Q4 2020 Jan 15, 2021	SELL	$180.87 - $218.73 $149,579 - $180,889	-827 Reduced 13.86%	5,139 $1.12 Million
Q3 2020 Nov 03, 2020	BUY	$189.02 - $216.48 $161,990 - $185,523	857 Added 16.77%	5,966 $1.19 Million
Q2 2020 Jul 13, 2020	BUY	$151.85 - $200.48 $132,261 - $174,618	871 Added 20.55%	5,109 $987,000
Q1 2020 Apr 20, 2020	BUY	$135.74 - $213.31 $72,349 - $113,694	533 Added 14.39%	4,238 $683,000
Q4 2019 Feb 11, 2020	BUY	$169.83 - $189.39 $629,220 - $701,689	3,705 New	3,705 $696,000

Others Institutions Holding V

# of Institutions

4,162

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 $453B
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

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Wealth Investment Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategic Wealth Investment Group, LLC with notifications on news.

Account

Strategic Wealth Investment Group, LLC Visa Inc. Transaction History