A detailed history of Mowery & Schoenfeld Wealth Management, LLC transactions in Visa Inc. stock. As of the latest transaction made, Mowery & Schoenfeld Wealth Management, LLC holds 1,435 shares of V stock, worth $404,497. This represents 0.62% of its overall portfolio holdings.

Number of Shares
1,435
Previous 1,310 9.54%
Holding current value
$404,497
Previous $344 Million 14.75%
% of portfolio
0.62%
Previous 0.49%

Shares

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

Oct 22, 2024

BUY
$253.74 - $291.56 $31,717 - $36,445
125 Added 9.54%
1,435 $395 Million
Q2 2024

Aug 14, 2024

BUY
$262.47 - $281.5 $34,121 - $36,595
130 Added 11.02%
1,310 $344 Million
Q1 2024

May 14, 2024

SELL
$257.98 - $290.37 $1,547 - $1,742
-6 Reduced 0.51%
1,180 $329 Million
Q4 2023

May 14, 2024

BUY
$228.81 - $262.38 $271,368 - $311,182
1,186 New
1,186 $309 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 $461B
  • 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 Mowery & Schoenfeld Wealth Management, LLC Portfolio

Follow Mowery & Schoenfeld 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 Mowery & Schoenfeld Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mowery & Schoenfeld Wealth Management, LLC with notifications on news.