A detailed history of Epg Wealth Management LLC transactions in Visa Inc. stock. As of the latest transaction made, Epg Wealth Management LLC holds 6,700 shares of V stock, worth $2.15 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares
6,700
Previous 0 Infinity%
Holding current value
$2.15 Million
Previous $0 Infinity%
% of portfolio
0.46%
Previous 100.0%

Shares

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

Nov 13, 2024

BUY
$253.74 - $291.56 $1.7 Million - $1.95 Million
6,700 New
6,700 $1.84 Billion
Q2 2024

Aug 13, 2024

SELL
$262.47 - $281.5 $1.81 Million - $1.94 Million
-6,897 Closed
0 $0
Q1 2024

May 14, 2024

BUY
$257.98 - $290.37 $57,013 - $64,171
221 Added 3.31%
6,897 $1.92 Million
Q4 2023

Feb 14, 2024

BUY
$228.81 - $262.38 $65,668 - $75,303
287 Added 4.49%
6,676 $1.74 Million
Q3 2023

Nov 13, 2023

BUY
$229.5 - $248.11 $98,685 - $106,687
430 Added 7.22%
6,389 $1.47 Million
Q2 2023

Aug 15, 2023

BUY
$221.03 - $237.48 $55,699 - $59,844
252 Added 4.42%
5,959 $1.42 Million
Q1 2023

May 15, 2023

BUY
$207.4 - $231.44 $287,041 - $320,312
1,384 Added 32.01%
5,707 $1.29 Million
Q4 2022

Feb 14, 2023

SELL
$179.14 - $217.69 $33,320 - $40,490
-186 Reduced 4.13%
4,323 $898,000
Q3 2022

Nov 15, 2022

BUY
$177.28 - $217.14 $38,115 - $46,685
215 Added 5.01%
4,509 $801,000
Q2 2022

Aug 15, 2022

SELL
$189.05 - $227.74 $54,257 - $65,361
-287 Reduced 6.27%
4,294 $845,000
Q1 2022

May 10, 2022

BUY
$190.7 - $235.42 $253,440 - $312,873
1,329 Added 40.87%
4,581 $1.02 Million
Q4 2021

Feb 14, 2022

BUY
$190.16 - $233.88 $46,018 - $56,598
242 Added 8.04%
3,252 $705,000
Q3 2021

Nov 15, 2021

BUY
$220.05 - $250.93 $14,083 - $16,059
64 Added 2.17%
3,010 $671,000
Q2 2021

Aug 09, 2021

BUY
$216.86 - $237.32 $867 - $949
4 Added 0.14%
2,946 $689,000
Q1 2021

May 10, 2021

BUY
$193.25 - $226.15 $51,597 - $60,382
267 Added 9.98%
2,942 $623,000
Q4 2020

Jan 29, 2021

BUY
$180.87 - $218.73 $30,928 - $37,402
171 Added 6.83%
2,675 $585,000
Q3 2020

Nov 02, 2020

BUY
$189.02 - $216.48 $35,724 - $40,914
189 Added 8.16%
2,504 $501,000
Q2 2020

Aug 06, 2020

SELL
$151.85 - $200.48 $300,814 - $397,150
-1,981 Reduced 46.11%
2,315 $447,000
Q1 2020

May 05, 2020

BUY
$135.74 - $213.31 $188,678 - $296,500
1,390 Added 47.83%
4,296 $692,000
Q4 2019

Feb 14, 2020

BUY
$169.83 - $189.39 $493,525 - $550,367
2,906 New
2,906 $546,000

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 $524B
  • 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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