A detailed history of Total Wealth Planning & Management, Inc. transactions in Visa Inc. stock. As of the latest transaction made, Total Wealth Planning & Management, Inc. holds 1,672 shares of V stock, worth $563,096. This represents 0.48% of its overall portfolio holdings.

Number of Shares
1,672
Previous 1,740 3.91%
Holding current value
$563,096
Previous $610 Million 2.65%
% of portfolio
0.48%
Previous 0.58%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025

SELL
$308.27 - $373.31 $20,962 - $25,385
-68 Reduced 3.91%
1,672 $594 Million
Q1 2025

Apr 24, 2025

SELL
$306.92 - $362.71 $67,215 - $79,433
-219 Reduced 11.18%
1,740 $610 Million
Q4 2024

Feb 28, 2025

BUY
$273.87 - $320.91 $536,511 - $628,662
1,959 New
1,959 $619 Million

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 $551B
  • 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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