A detailed history of One Ascent Wealth Management LLC transactions in Visa Inc. stock. As of the latest transaction made, One Ascent Wealth Management LLC holds 2,320 shares of V stock, worth $672,452. This represents 0.32% of its overall portfolio holdings.

Number of Shares
2,320
Previous 2,366 1.94%
Holding current value
$672,452
Previous $660,000 7.73%
% of portfolio
0.32%
Previous 0.25%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024

SELL
$262.47 - $281.5 $12,073 - $12,949
-46 Reduced 1.94%
2,320 $609,000
Q1 2024

Apr 16, 2024

SELL
$257.98 - $290.37 $32,505 - $36,586
-126 Reduced 5.06%
2,366 $660,000
Q4 2023

Jan 11, 2024

SELL
$228.81 - $262.38 $2,974 - $3,410
-13 Reduced 0.52%
2,492 $649,000
Q3 2023

Oct 13, 2023

SELL
$229.5 - $248.11 $78,489 - $84,853
-342 Reduced 12.01%
2,505 $576,000
Q2 2023

Jul 10, 2023

BUY
$221.03 - $237.48 $34,922 - $37,521
158 Added 5.88%
2,847 $676,000
Q1 2023

Apr 17, 2023

SELL
$207.4 - $231.44 $65,745 - $73,366
-317 Reduced 10.55%
2,689 $606,000
Q4 2022

Jan 12, 2023

SELL
$179.14 - $217.69 $18,630 - $22,639
-104 Reduced 3.34%
3,006 $625,000
Q3 2022

Nov 02, 2022

BUY
$177.28 - $217.14 $551,340 - $675,305
3,110 New
3,110 $552,000

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 $474B
  • 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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