A detailed history of Wellspring Financial Advisors, LLC transactions in Visa Inc. stock. As of the latest transaction made, Wellspring Financial Advisors, LLC holds 3,589 shares of V stock, worth $1.14 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
3,589
Previous 3,405 5.4%
Holding current value
$1.14 Million
Previous $894 Million 10.42%
% of portfolio
0.12%
Previous 0.12%

Shares

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

Nov 13, 2024

BUY
$253.74 - $291.56 $46,688 - $53,647
184 Added 5.4%
3,589 $987 Million
Q2 2024

Aug 12, 2024

BUY
$262.47 - $281.5 $65,617 - $70,375
250 Added 7.92%
3,405 $894 Million
Q1 2024

May 01, 2024

BUY
$257.98 - $290.37 $12,899 - $14,518
50 Added 1.61%
3,155 $880 Million
Q4 2023

Feb 13, 2024

SELL
$228.81 - $262.38 $2,974 - $3,410
-13 Reduced 0.42%
3,105 $808 Million
Q3 2023

Nov 14, 2023

BUY
$229.5 - $248.11 $382,117 - $413,103
1,665 Added 114.59%
3,118 $717 Million
Q1 2023

May 12, 2023

SELL
$207.4 - $231.44 $124,440 - $138,864
-600 Reduced 29.23%
1,453 $328 Million
Q4 2022

Feb 13, 2023

BUY
$179.14 - $217.69 $96,019 - $116,681
536 Added 35.33%
2,053 $426,000
Q3 2022

Nov 14, 2022

BUY
$177.28 - $217.14 $1,418 - $1,737
8 Added 0.53%
1,517 $269,000
Q2 2022

Aug 12, 2022

SELL
$189.05 - $227.74 $59,361 - $71,510
-314 Reduced 17.22%
1,509 $297,000
Q1 2022

May 10, 2022

BUY
$190.7 - $235.42 $36,995 - $45,671
194 Added 11.91%
1,823 $404,000
Q2 2021

Aug 13, 2021

SELL
$216.86 - $237.32 $65,491 - $71,670
-302 Reduced 15.64%
1,629 $381,000
Q1 2021

May 17, 2021

SELL
$193.25 - $226.15 $9,276 - $10,855
-48 Reduced 2.43%
1,931 $311,000
Q4 2020

Feb 16, 2021

BUY
$180.87 - $218.73 $47,026 - $56,869
260 Added 15.13%
1,979 $433,000
Q3 2020

Nov 13, 2020

SELL
$189.02 - $216.48 $37,614 - $43,079
-199 Reduced 10.38%
1,719 $344,000
Q2 2020

Aug 14, 2020

SELL
$151.85 - $200.48 $1,974 - $2,606
-13 Reduced 0.67%
1,918 $371,000
Q1 2020

May 14, 2020

BUY
$135.74 - $213.31 $262,113 - $411,901
1,931 New
1,931 $311,000

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 $520B
  • 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 Wellspring Financial Advisors, LLC Portfolio

Follow Wellspring Financial Advisors, 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 Wellspring Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wellspring Financial Advisors, LLC with notifications on news.