A detailed history of Transform Wealth, LLC transactions in Visa Inc. stock. As of the latest transaction made, Transform Wealth, LLC holds 7,589 shares of V stock, worth $2.41 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
7,589
Previous 7,595 0.08%
Holding current value
$2.41 Million
Previous $1.99 Million 4.67%
% of portfolio
0.14%
Previous 0.15%

Shares

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

Oct 15, 2024

SELL
$253.74 - $291.56 $1,522 - $1,749
-6 Reduced 0.08%
7,589 $2.09 Million
Q2 2024

Jul 15, 2024

BUY
$262.47 - $281.5 $49,344 - $52,922
188 Added 2.54%
7,595 $1.99 Million
Q1 2024

Apr 15, 2024

SELL
$257.98 - $290.37 $1.71 Million - $1.93 Million
-6,636 Reduced 47.25%
7,407 $2.07 Million
Q4 2023

Jan 18, 2024

BUY
$228.81 - $262.38 $19,906 - $22,827
87 Added 0.62%
14,043 $3.66 Million
Q3 2023

Oct 10, 2023

SELL
$229.5 - $248.11 $3.17 Million - $3.43 Million
-13,827 Reduced 49.77%
13,956 $3.21 Million
Q2 2023

Jul 13, 2023

SELL
$221.03 - $237.48 $36,248 - $38,946
-164 Reduced 0.59%
27,783 $6.6 Million
Q1 2023

Apr 14, 2023

BUY
$207.4 - $231.44 $2.83 Million - $3.16 Million
13,656 Added 95.56%
27,947 $6.3 Million
Q4 2022

Jan 12, 2023

BUY
$179.14 - $217.69 $2.56 Million - $3.11 Million
14,291 New
14,291 $0
Q4 2020

Jan 20, 2021

SELL
$180.87 - $218.73 $199,680 - $241,477
-1,104 Closed
0 $0
Q3 2020

Oct 21, 2020

SELL
$189.02 - $216.48 $170,496 - $195,264
-902 Reduced 44.97%
1,104 $221,000
Q2 2020

Jul 22, 2020

BUY
$151.85 - $200.48 $97,335 - $128,507
641 Added 46.96%
2,006 $387,000
Q1 2020

Apr 30, 2020

SELL
$135.74 - $213.31 $2,714 - $4,266
-20 Reduced 1.44%
1,365 $220,000
Q3 2019

Oct 24, 2019

SELL
$168.86 - $185.74 $139,309 - $153,235
-825 Reduced 37.33%
1,385 $238,000
Q2 2019

Jul 30, 2019

BUY
$157.26 - $173.85 $39,315 - $43,462
250 Added 12.76%
2,210 $384,000
Q1 2019

Apr 12, 2019

SELL
$128.13 - $156.19 $12,813 - $15,619
-100 Reduced 4.85%
1,960 $306,000
Q3 2018

Oct 25, 2018

SELL
$131.45 - $150.09 $92,014 - $105,063
-700 Reduced 25.36%
2,060 $309,000
Q1 2018

May 03, 2018

SELL
$113.86 - $126.32 $5,123 - $5,684
-45 Reduced 1.6%
2,760 $330,000
Q3 2017

Oct 19, 2017

BUY
$99.49 - $106.21 $279,069 - $297,919
2,805
2,805 $295,000

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 $519B
  • 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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