A detailed history of Wealth Effects LLC transactions in Visa Inc. stock. As of the latest transaction made, Wealth Effects LLC holds 3,641 shares of V stock, worth $1.16 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares
3,641
Previous 3,761 3.19%
Holding current value
$1.16 Million
Previous $987,000 1.42%
% of portfolio
0.39%
Previous 0.41%

Shares

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

Oct 21, 2024

SELL
$253.74 - $291.56 $30,448 - $34,987
-120 Reduced 3.19%
3,641 $1 Million
Q2 2024

Aug 02, 2024

SELL
$262.47 - $281.5 $309,452 - $331,888
-1,179 Reduced 23.87%
3,761 $987,000
Q1 2024

Apr 22, 2024

SELL
$257.98 - $290.37 $13,156 - $14,808
-51 Reduced 1.02%
4,940 $1.38 Million
Q4 2023

Jan 29, 2024

SELL
$228.81 - $262.38 $6,864 - $7,871
-30 Reduced 0.6%
4,991 $1.3 Million
Q3 2023

Oct 16, 2023

BUY
$229.5 - $248.11 $1,606 - $1,736
7 Added 0.14%
5,021 $1.15 Million
Q2 2023

Jul 18, 2023

BUY
$221.03 - $237.48 $4,420 - $4,749
20 Added 0.4%
5,014 $1.19 Million
Q1 2023

May 04, 2023

BUY
$207.4 - $231.44 $125,269 - $139,789
604 Added 13.76%
4,994 $1.13 Million
Q4 2022

Feb 02, 2023

SELL
$179.14 - $217.69 $20,063 - $24,381
-112 Reduced 2.49%
4,390 $912,000
Q3 2022

Nov 14, 2022

BUY
$177.28 - $217.14 $28,364 - $34,742
160 Added 3.68%
4,502 $800,000
Q2 2022

Aug 03, 2022

SELL
$189.05 - $227.74 $6,616 - $7,970
-35 Reduced 0.8%
4,342 $855,000
Q1 2022

May 16, 2022

BUY
$190.7 - $235.42 $18,688 - $23,071
98 Added 2.29%
4,377 $971,000
Q4 2021

Feb 09, 2022

BUY
$190.16 - $233.88 $813,694 - $1 Million
4,279 New
4,279 $927,000

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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