A detailed history of Lyell Wealth Management, LP transactions in Visa Inc. stock. As of the latest transaction made, Lyell Wealth Management, LP holds 48,074 shares of V stock, worth $15.4 Million. This represents 1.21% of its overall portfolio holdings.

Number of Shares
48,074
Previous 45,882 4.78%
Holding current value
$15.4 Million
Previous $12 Million 9.76%
% of portfolio
1.21%
Previous 1.15%

Shares

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

Oct 23, 2024

BUY
$253.74 - $291.56 $556,198 - $639,099
2,192 Added 4.78%
48,074 $13.2 Million
Q2 2024

Aug 08, 2024

BUY
$262.47 - $281.5 $578,483 - $620,426
2,204 Added 5.05%
45,882 $12 Million
Q1 2024

May 03, 2024

BUY
$257.98 - $290.37 $182,133 - $205,001
706 Added 1.64%
43,678 $12.2 Million
Q4 2023

Feb 02, 2024

BUY
$228.81 - $262.38 $303,402 - $347,915
1,326 Added 3.18%
42,972 $11.2 Million
Q3 2023

Oct 31, 2023

BUY
$229.5 - $248.11 $117,504 - $127,032
512 Added 1.24%
41,646 $9.58 Million
Q2 2023

Aug 04, 2023

BUY
$221.03 - $237.48 $62,551 - $67,206
283 Added 0.69%
41,134 $9.77 Million
Q1 2023

May 03, 2023

SELL
$207.4 - $231.44 $51,642 - $57,628
-249 Reduced 0.61%
40,851 $9.21 Million
Q4 2022

Jan 24, 2023

BUY
$179.14 - $217.69 $51,771 - $62,912
289 Added 0.71%
41,100 $0
Q3 2022

Oct 24, 2022

SELL
$177.28 - $217.14 $78,712 - $96,410
-444 Reduced 1.08%
40,811 $7.25 Million
Q2 2022

Jul 28, 2022

SELL
$189.05 - $227.74 $93,012 - $112,048
-492 Reduced 1.18%
41,255 $8.12 Million
Q1 2022

May 04, 2022

SELL
$190.7 - $235.42 $577,058 - $712,380
-3,026 Reduced 6.76%
41,747 $9.26 Million
Q4 2021

Feb 08, 2022

SELL
$190.16 - $233.88 $226,670 - $278,784
-1,192 Reduced 2.59%
44,773 $9.7 Million
Q3 2021

Nov 10, 2021

BUY
$220.05 - $250.93 $206,847 - $235,874
940 Added 2.09%
45,965 $10.2 Million
Q2 2021

Aug 09, 2021

BUY
$216.86 - $237.32 $238,762 - $261,289
1,101 Added 2.51%
45,025 $10.5 Million
Q1 2021

May 07, 2021

BUY
$193.25 - $226.15 $450,079 - $526,703
2,329 Added 5.6%
43,924 $9.3 Million
Q4 2020

Feb 04, 2021

BUY
$180.87 - $218.73 $633,949 - $766,648
3,505 Added 9.2%
41,595 $9.1 Million
Q3 2020

Nov 04, 2020

BUY
$189.02 - $216.48 $144,978 - $166,040
767 Added 2.06%
38,090 $7.62 Million
Q2 2020

Jul 30, 2020

BUY
$151.85 - $200.48 $138,639 - $183,038
913 Added 2.51%
37,323 $7.21 Million
Q1 2020

May 11, 2020

BUY
$135.74 - $213.31 $278,402 - $437,498
2,051 Added 5.97%
36,410 $5.87 Million
Q4 2019

Feb 05, 2020

BUY
$169.83 - $189.39 $181,718 - $202,647
1,070 Added 3.21%
34,359 $6.46 Million
Q3 2019

Nov 06, 2019

BUY
$168.86 - $185.74 $180,680 - $198,741
1,070 Added 3.32%
33,289 $5.73 Million
Q2 2019

Aug 01, 2019

BUY
$157.26 - $173.85 $193,429 - $213,835
1,230 Added 3.97%
32,219 $5.59 Million
Q1 2019

May 06, 2019

BUY
$128.13 - $156.19 $334,931 - $408,280
2,614 Added 9.21%
30,989 $4.84 Million
Q4 2018

Feb 11, 2019

BUY
$121.73 - $150.79 $90,688 - $112,338
745 Added 2.7%
28,375 $3.74 Million
Q3 2018

Oct 30, 2018

BUY
$131.45 - $150.09 $64,410 - $73,544
490 Added 1.81%
27,630 $4.15 Million
Q2 2018

Jul 30, 2018

BUY
$117.7 - $136.28 $10,593 - $12,265
90 Added 0.33%
27,140 $3.6 Million
Q1 2018

May 07, 2018

BUY
$113.86 - $126.32 $291,823 - $323,758
2,563 Added 10.47%
27,050 $3.24 Million
Q4 2017

Jan 30, 2018

BUY
$105.31 - $114.35 $293,814 - $319,036
2,790 Added 12.86%
24,487 $2.79 Million
Q3 2017

Oct 26, 2017

BUY
$99.49 - $106.21 $2.16 Million - $2.3 Million
21,697
21,697 $2.28 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
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