A detailed history of Taylor & Morgan Wealth Management, LLC transactions in Visa Inc. stock. As of the latest transaction made, Taylor & Morgan Wealth Management, LLC holds 853 shares of V stock, worth $230,617. This represents 0.18% of its overall portfolio holdings.

Number of Shares
853
Previous 925 7.78%
Holding current value
$230,617
Previous $240,000 0.83%
% of portfolio
0.18%
Previous 0.19%

Shares

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

Apr 15, 2024

SELL
$257.98 - $290.37 $18,574 - $20,906
-72 Reduced 7.78%
853 $238,000
Q4 2023

Jan 10, 2024

BUY
$228.81 - $262.38 $228 - $262
1 Added 0.11%
925 $240,000
Q3 2023

Oct 05, 2023

BUY
$229.5 - $248.11 $229 - $248
1 Added 0.11%
924 $212,000
Q2 2023

Jul 13, 2023

BUY
$221.03 - $237.48 $221 - $237
1 Added 0.11%
923 $219,000
Q1 2023

Apr 06, 2023

SELL
$207.4 - $231.44 $12,029 - $13,423
-58 Reduced 5.92%
922 $207,000
Q4 2022

Jan 17, 2023

BUY
$179.14 - $217.69 $175,557 - $213,336
980 New
980 $0
Q2 2022

Jul 08, 2022

SELL
$189.05 - $227.74 $184,701 - $222,501
-977 Closed
0 $0
Q1 2022

Apr 18, 2022

SELL
$190.7 - $235.42 $17,163 - $21,187
-90 Reduced 8.43%
977 $217,000
Q4 2021

Jan 21, 2022

BUY
$190.16 - $233.88 $202,900 - $249,549
1,067 New
1,067 $231,000

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
Track This Portfolio

Track Taylor & Morgan Wealth Management, LLC Portfolio

Follow Taylor & Morgan Wealth Management, 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 Taylor & Morgan Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Taylor & Morgan Wealth Management, LLC with notifications on news.