Transform Wealth, LLC Visa Inc. Transaction History

Transform Wealth, LLC

$1.31 Billion
Q2 2024

A detailed history of Transform Wealth, LLC transactions in Visa Inc. stock. As of the latest transaction made, Transform Wealth, LLC holds 7,595 shares of V stock, worth $2.11 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

7,595

Previous 7,407 2.54%

Holding current value

$2.11 Million

Previous $2.07 Million 3.58%

% of portfolio

0.15%

Previous 0.2%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# 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 $454B
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...

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Transform Wealth, LLC Visa Inc. Transaction History