A detailed history of Executive Wealth Management, LLC transactions in Visa Inc. stock. As of the latest transaction made, Executive Wealth Management, LLC holds 23,456 shares of V stock, worth $7.52 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares
23,456
Previous 23,456 -0.0%
Holding current value
$7.52 Million
Previous $6.45 Million -0.0%
% of portfolio
0.55%
Previous 0.88%

Shares

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

Nov 01, 2024

BUY
$253.74 - $291.56 $93,376 - $107,294
368 Added 1.59%
23,456 $6.45 Million
Q2 2024

Aug 08, 2024

BUY
$262.47 - $281.5 $43,307 - $46,447
165 Added 0.72%
23,088 $6.06 Million
Q1 2024

May 13, 2024

SELL
$257.98 - $290.37 $101,644 - $114,405
-394 Reduced 1.69%
22,923 $6.4 Million
Q4 2023

Jan 26, 2024

BUY
$228.81 - $262.38 $404,993 - $464,412
1,770 Added 8.21%
23,317 $6.07 Million
Q3 2023

Nov 07, 2023

BUY
$229.5 - $248.11 $491,589 - $531,451
2,142 Added 11.04%
21,547 $4.96 Million
Q2 2023

Aug 02, 2023

BUY
$221.03 - $237.48 $1.03 Million - $1.1 Million
4,651 Added 31.52%
19,405 $4.61 Million
Q1 2023

May 11, 2023

BUY
$207.4 - $231.44 $1.76 Million - $1.97 Million
8,506 Added 136.14%
14,754 $3.33 Million
Q4 2022

Feb 13, 2023

BUY
$179.14 - $217.69 $930,990 - $1.13 Million
5,197 Added 494.48%
6,248 $1.3 Million
Q3 2022

Nov 10, 2022

SELL
$177.28 - $217.14 $880,372 - $1.08 Million
-4,966 Reduced 82.53%
1,051 $1.05 Million
Q2 2022

Jul 26, 2022

SELL
$189.05 - $227.74 $124,205 - $149,625
-657 Reduced 9.84%
6,017 $1.18 Million
Q1 2022

Apr 13, 2022

SELL
$190.7 - $235.42 $6,483 - $8,004
-34 Reduced 0.51%
6,674 $1.48 Million
Q4 2021

Feb 03, 2022

BUY
$190.16 - $233.88 $58,949 - $72,502
310 Added 4.85%
6,708 $1.45 Million
Q3 2021

Oct 27, 2021

BUY
$220.05 - $250.93 $29,706 - $33,875
135 Added 2.16%
6,398 $1.43 Million
Q2 2021

Jul 26, 2021

BUY
$216.86 - $237.32 $129,682 - $141,917
598 Added 10.56%
6,263 $1.46 Million
Q1 2021

May 03, 2021

BUY
$193.25 - $226.15 $336,834 - $394,179
1,743 Added 44.44%
5,665 $1.2 Million
Q4 2020

Feb 04, 2021

BUY
$180.87 - $218.73 $67,645 - $81,805
374 Added 10.54%
3,922 $857,000
Q3 2020

Oct 23, 2020

SELL
$189.02 - $216.48 $23,249 - $26,627
-123 Reduced 3.35%
3,548 $709,000
Q2 2020

Jul 27, 2020

SELL
$151.85 - $200.48 $368,236 - $486,164
-2,425 Reduced 39.78%
3,671 $709,000
Q1 2020

Apr 27, 2020

SELL
$135.74 - $213.31 $108,184 - $170,008
-797 Reduced 11.56%
6,096 $982,000
Q4 2019

Jan 23, 2020

SELL
$169.83 - $189.39 $55,534 - $61,930
-327 Reduced 4.53%
6,893 $1.3 Million
Q3 2019

Nov 21, 2019

SELL
$168.86 - $185.74 $158,728 - $174,595
-940 Reduced 11.52%
7,220 $1.24 Million
Q3 2019

Oct 30, 2019

SELL
$168.86 - $185.74 $31,745 - $34,919
-188 Reduced 2.25%
8,160 $1.4 Million
Q2 2019

Aug 01, 2019

SELL
$157.26 - $173.85 $10,221 - $11,300
-65 Reduced 0.77%
8,348 $1.45 Million
Q1 2019

May 02, 2019

SELL
$128.13 - $156.19 $273,685 - $333,621
-2,136 Reduced 20.25%
8,413 $1.31 Million
Q4 2018

Feb 19, 2019

BUY
$121.73 - $150.79 $1.28 Million - $1.59 Million
10,549 New
10,549 $1.39 Million

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
Track This Portfolio

Track Executive Wealth Management, LLC Portfolio

Follow Executive Wealth Management, 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 Executive Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Executive Wealth Management, LLC with notifications on news.