A detailed history of R Pg Family Wealth Advisory, LLC transactions in Visa Inc. stock. As of the latest transaction made, R Pg Family Wealth Advisory, LLC holds 28,809 shares of V stock, worth $9.18 Million. This represents 2.79% of its overall portfolio holdings.

Number of Shares
28,809
Previous 28,809 -0.0%
Holding current value
$9.18 Million
Previous $7.92 Million -0.0%
% of portfolio
2.79%
Previous 2.46%

Shares

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

Nov 05, 2024

BUY
$253.74 - $291.56 $222,276 - $255,406
876 Added 3.14%
28,809 $7.92 Million
Q2 2024

Aug 09, 2024

SELL
$262.47 - $281.5 $57,480 - $61,648
-219 Reduced 0.78%
27,933 $7.33 Million
Q1 2024

May 13, 2024

BUY
$257.98 - $290.37 $101,644 - $114,405
394 Added 1.42%
28,152 $7.86 Million
Q4 2023

Jan 23, 2024

SELL
$228.81 - $262.38 $359,002 - $411,674
-1,569 Reduced 5.35%
27,758 $7.23 Million
Q3 2023

Nov 13, 2023

BUY
$229.5 - $248.11 $127,602 - $137,949
556 Added 1.93%
29,327 $6.75 Million
Q2 2023

Aug 09, 2023

SELL
$221.03 - $237.48 $157,152 - $168,848
-711 Reduced 2.41%
28,771 $6.83 Million
Q1 2023

Apr 18, 2023

BUY
$207.4 - $231.44 $455,243 - $508,010
2,195 Added 8.04%
29,482 $6.65 Million
Q4 2022

Feb 13, 2023

BUY
$179.14 - $217.69 $4.89 Million - $5.94 Million
27,287 New
27,287 $5.67 Million
Q2 2022

Aug 12, 2022

SELL
$189.05 - $227.74 $37,053 - $44,637
-196 Closed
0 $0
Q4 2021

Feb 14, 2022

SELL
$190.16 - $233.88 $16,543 - $20,347
-87 Reduced 30.74%
196 $42,000
Q2 2021

Aug 13, 2021

BUY
$216.86 - $237.32 $21,686 - $23,732
100 Added 54.64%
283 $66,000
Q2 2019

Aug 13, 2019

SELL
$157.26 - $173.85 $67,621 - $74,755
-430 Reduced 70.15%
183 $0
Q4 2018

Feb 14, 2019

BUY
$121.73 - $150.79 $52,343 - $64,839
430 Added 234.97%
613 $80,000
Q3 2018

Nov 14, 2018

SELL
$131.45 - $150.09 $15,116 - $17,260
-115 Reduced 38.59%
183 $0
Q2 2018

Aug 10, 2018

SELL
$117.7 - $136.28 $37,075 - $42,928
-315 Reduced 51.39%
298 $0
Q1 2018

May 15, 2018

BUY
$113.86 - $126.32 $48,959 - $54,317
430 Added 234.97%
613 $0
Q3 2017

Nov 08, 2017

SELL
$99.49 - $106.21 $42,780 - $45,670
-430 Reduced 70.15%
183 $0
Q2 2017

Aug 14, 2017

BUY
N/A
613
613 $0

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 $521B
  • 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 R Pg Family Wealth Advisory, LLC Portfolio

Follow R Pg Family Wealth Advisory, 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 R Pg Family Wealth Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on R Pg Family Wealth Advisory, LLC with notifications on news.