A detailed history of Jeppson Wealth Management, LLC transactions in Visa Inc. stock. As of the latest transaction made, Jeppson Wealth Management, LLC holds 1,852 shares of V stock, worth $594,325. This represents 0.18% of its overall portfolio holdings.

Number of Shares
1,852
Previous 1,854 0.11%
Holding current value
$594,325
Previous $486,000 4.73%
% of portfolio
0.18%
Previous 0.19%

Shares

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

Nov 04, 2024

SELL
$253.74 - $291.56 $507 - $583
-2 Reduced 0.11%
1,852 $509,000
Q1 2024

Apr 17, 2024

SELL
$257.98 - $290.37 $1,805 - $2,032
-7 Reduced 0.38%
1,854 $517,000
Q4 2023

Jan 11, 2024

SELL
$228.81 - $262.38 $4,118 - $4,722
-18 Reduced 0.96%
1,861 $484,000
Q3 2023

Oct 25, 2023

BUY
$229.5 - $248.11 $11,475 - $12,405
50 Added 2.73%
1,879 $432,000
Q2 2023

Jul 31, 2023

SELL
$221.03 - $237.48 $1,105 - $1,187
-5 Reduced 0.27%
1,829 $434,000
Q1 2023

Apr 27, 2023

SELL
$207.4 - $231.44 $9,955 - $11,109
-48 Reduced 2.55%
1,834 $413,000
Q4 2022

Jan 27, 2023

SELL
$179.14 - $217.69 $17,376 - $21,115
-97 Reduced 4.9%
1,882 $0
Q3 2022

Oct 20, 2022

BUY
$177.28 - $217.14 $13,650 - $16,719
77 Added 4.05%
1,979 $352,000
Q2 2022

Aug 03, 2022

BUY
$189.05 - $227.74 $28,546 - $34,388
151 Added 8.62%
1,902 $374,000
Q1 2022

Apr 27, 2022

BUY
$190.7 - $235.42 $55,493 - $68,507
291 Added 19.93%
1,751 $388,000
Q4 2021

Jan 19, 2022

BUY
$190.16 - $233.88 $105,538 - $129,803
555 Added 61.33%
1,460 $316,000
Q2 2021

Jul 20, 2021

BUY
$216.86 - $237.32 $196,258 - $214,774
905 New
905 $211,000
Q4 2020

Mar 05, 2021

SELL
$180.87 - $218.73 $158,261 - $191,388
-875 Closed
0 $0
Q3 2020

Nov 19, 2020

BUY
$189.02 - $216.48 $165,392 - $189,420
875 New
875 $175,000

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 $525B
  • 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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