York Bridge Wealth Partners, LLC Visa Inc. Transaction History

York Bridge Wealth Partners, LLC

$394 Million
Q4 2022

A detailed history of York Bridge Wealth Partners, LLC transactions in Visa Inc. stock. As of the latest transaction made, York Bridge Wealth Partners, LLC holds 27,996 shares of V stock, worth $8.67 Million. This represents 1.48% of its overall portfolio holdings.

Number of Shares

27,996

Previous 36,394 23.08%

Holding current value

$8.67 Million

Previous $6.47 Million 10.02%

% of portfolio

1.48%

Previous 1.67%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 26, 2023	SELL	$179.14 - $217.69 $1.5 Million - $1.83 Million	-8,398 Reduced 23.08%	27,996 $0
Q3 2022 Oct 18, 2022	BUY	$177.28 - $217.14 $153,524 - $188,043	866 Added 2.44%	36,394 $6.47 Million
Q2 2022 Jul 15, 2022	BUY	$189.05 - $227.74 $19,850 - $23,912	105 Added 0.3%	35,528 $7 Million
Q1 2022 Apr 15, 2022	BUY	$190.7 - $235.42 $771,000 - $951,803	4,043 Added 12.88%	35,423 $7.86 Million
Q4 2021 Jan 19, 2022	BUY	$190.16 - $233.88 $248,158 - $305,213	1,305 Added 4.34%	31,380 $6.8 Million
Q3 2021 Oct 22, 2021	BUY	$220.05 - $250.93 $293,326 - $334,489	1,333 Added 4.64%	30,075 $6.7 Million
Q2 2021 Jul 22, 2021	BUY	$216.86 - $237.32 $46,408 - $50,786	214 Added 0.75%	28,742 $6.72 Million
Q1 2021 Apr 15, 2021	BUY	$193.25 - $226.15 $203,685 - $238,362	1,054 Added 3.84%	28,528 $6.04 Million
Q4 2020 Jan 19, 2021	BUY	$180.87 - $218.73 $207,638 - $251,102	1,148 Added 4.36%	27,474 $6.01 Million
Q3 2020 Oct 19, 2020	BUY	$189.02 - $216.48 $495,799 - $567,827	2,623 Added 11.07%	26,326 $5.26 Million
Q2 2020 Jul 20, 2020	BUY	$151.85 - $200.48 $400,884 - $529,267	2,640 Added 12.53%	23,703 $4.58 Million
Q1 2020 Apr 16, 2020	SELL	$135.74 - $213.31 $572,551 - $899,741	-4,218 Reduced 16.68%	21,063 $3.39 Million
Q4 2019 Jan 17, 2020	BUY	$169.83 - $189.39 $38,041 - $42,423	224 Added 0.89%	25,281 $4.75 Million
Q3 2019 Oct 21, 2019	BUY	$168.86 - $185.74 $106,044 - $116,644	628 Added 2.57%	25,057 $4.31 Million
Q2 2019 Jul 18, 2019	SELL	$157.26 - $173.85 $82,246 - $90,923	-523 Reduced 2.1%	24,429 $4.24 Million
Q1 2019 May 09, 2019	BUY	$128.13 - $156.19 $84,565 - $103,085	660 Added 2.72%	24,952 $3.9 Million
Q4 2018 Feb 14, 2019	SELL	$121.73 - $150.79 $57,456 - $71,172	-472 Reduced 1.91%	24,292 $3.21 Million
Q3 2018 Nov 14, 2018	SELL	$131.45 - $150.09 $632,668 - $722,383	-4,813 Reduced 16.27%	24,764 $3.73 Million
Q2 2018 Aug 10, 2018	BUY	$117.7 - $136.28 $226,101 - $261,793	1,921 Added 6.95%	29,577 $3.92 Million
Q1 2018 May 15, 2018	BUY	$113.86 - $126.32 $85,964 - $95,371	755 Added 2.81%	27,656 $3.35 Million
Q4 2017 Feb 12, 2018	SELL	$105.31 - $114.35 $84,879 - $92,166	-806 Reduced 2.91%	26,901 $3.13 Million
Q3 2017 Oct 27, 2017	SELL	$99.49 - $106.21 $344,931 - $368,230	-3,467 Reduced 11.12%	27,707 $2.92 Million
Q2 2017 Aug 14, 2017	BUY	N/A	31,174	31,174 $2.91 Million

Others Institutions Holding V

# of Institutions

4,246

Shares Held

1.45B

Call Options Held

13.4M

Put Options Held

12.1M

View Full List

About VISA INC.

Ticker V
Exchange NYSE
Sector Financial Services
Industry Credit Services
Shares Outstandng 1,635,010,048
Market Cap $506B
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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York Bridge Wealth Partners, LLC Visa Inc. Transaction History