A detailed history of Stonebridge Financial Planning Group, LLC transactions in Visa Inc. stock. As of the latest transaction made, Stonebridge Financial Planning Group, LLC holds 9,268 shares of V stock, worth $2.61 Million. This represents 1.27% of its overall portfolio holdings.

Number of Shares
9,268
Previous 9,317 0.53%
Holding current value
$2.61 Million
Previous $2.6 Million 6.46%
% of portfolio
1.27%
Previous 1.43%

Shares

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

Aug 07, 2024

SELL
$262.47 - $281.5 $12,861 - $13,793
-49 Reduced 0.53%
9,268 $2.43 Million
Q1 2024

May 13, 2024

SELL
$257.98 - $290.37 $3,095 - $3,484
-12 Reduced 0.13%
9,317 $2.6 Million
Q4 2023

Feb 05, 2024

SELL
$228.81 - $262.38 $40,041 - $45,916
-175 Reduced 1.84%
9,329 $2.43 Million
Q3 2023

Nov 07, 2023

SELL
$229.5 - $248.11 $22,950 - $24,811
-100 Reduced 1.04%
9,504 $2.19 Million
Q2 2023

Aug 11, 2023

SELL
$221.03 - $237.48 $18,124 - $19,473
-82 Reduced 0.85%
9,604 $2.28 Million
Q1 2023

May 03, 2023

SELL
$207.4 - $231.44 $27,376 - $30,550
-132 Reduced 1.34%
9,686 $2.18 Million
Q3 2022

Oct 31, 2022

SELL
$177.28 - $217.14 $47,865 - $58,627
-270 Reduced 2.68%
9,818 $1.74 Million
Q2 2022

Aug 01, 2022

SELL
$189.05 - $227.74 $71,460 - $86,085
-378 Reduced 3.61%
10,088 $1.99 Million
Q1 2022

May 10, 2022

SELL
$190.7 - $235.42 $35,660 - $44,023
-187 Reduced 1.76%
10,466 $2.32 Million
Q4 2021

Feb 02, 2022

SELL
$190.16 - $233.88 $66,365 - $81,624
-349 Reduced 3.17%
10,653 $2.43 Million
Q3 2021

Nov 08, 2021

SELL
$220.05 - $250.93 $52,812 - $60,223
-240 Reduced 2.13%
11,002 $2.29 Million
Q2 2021

Jul 28, 2021

BUY
$216.86 - $237.32 $83,057 - $90,893
383 Added 3.53%
11,242 $2.67 Million
Q1 2021

May 06, 2021

SELL
$193.25 - $226.15 $127,545 - $149,259
-660 Reduced 5.73%
10,859 $2.41 Million
Q4 2020

Jan 27, 2021

SELL
$180.87 - $218.73 $4,340 - $5,249
-24 Reduced 0.21%
11,519 $2.52 Million
Q3 2020

Oct 26, 2020

BUY
$189.02 - $216.48 $75,797 - $86,808
401 Added 3.6%
11,543 $2.31 Million
Q2 2020

Jul 24, 2020

BUY
$151.85 - $200.48 $6,985 - $9,222
46 Added 0.41%
11,142 $2.18 Million
Q1 2020

Apr 15, 2020

SELL
$135.74 - $213.31 $58,503 - $91,936
-431 Reduced 3.74%
11,096 $1.94 Million
Q4 2019

Feb 07, 2020

BUY
$169.83 - $189.39 $1.96 Million - $2.18 Million
11,527 New
11,527 $2.17 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 Stonebridge Financial Planning Group, LLC Portfolio

Follow Stonebridge Financial Planning Group, 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 Stonebridge Financial Planning Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Stonebridge Financial Planning Group, LLC with notifications on news.