A detailed history of Legacy Wealth Planning, LLC transactions in Visa Inc. stock. As of the latest transaction made, Legacy Wealth Planning, LLC holds 2,042 shares of V stock, worth $593,691. This represents 0.6% of its overall portfolio holdings.

Number of Shares
2,042
Previous 2,017 1.24%
Holding current value
$593,691
Previous $397,000 8.56%
% of portfolio
0.6%
Previous 0.57%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 10, 2022

BUY
$177.28 - $217.14 $4,432 - $5,428
25 Added 1.24%
2,042 $363,000
Q2 2022

Jul 26, 2022

BUY
$189.05 - $227.74 $72,784 - $87,679
385 Added 23.59%
2,017 $397,000
Q1 2022

May 10, 2022

SELL
$190.7 - $235.42 $134,824 - $166,441
-707 Reduced 30.23%
1,632 $362,000
Q4 2021

Feb 14, 2022

BUY
$190.16 - $233.88 $45,258 - $55,663
238 Added 11.33%
2,339 $507,000
Q3 2021

Nov 12, 2021

BUY
$220.05 - $250.93 $66,015 - $75,279
300 Added 16.66%
2,101 $468,000
Q1 2021

May 06, 2021

BUY
$193.25 - $226.15 $14,107 - $16,508
73 Added 4.22%
1,801 $381,000
Q4 2020

Feb 12, 2021

BUY
$180.87 - $218.73 $4,521 - $5,468
25 Added 1.47%
1,728 $378,000
Q3 2020

Nov 03, 2020

BUY
$189.02 - $216.48 $89,406 - $102,395
473 Added 38.46%
1,703 $341,000
Q2 2020

Aug 17, 2020

BUY
$151.85 - $200.48 $186,775 - $246,590
1,230 New
1,230 $238,000

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 $475B
  • 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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