StrongBox Wealth LLC reduced its position in Visa Inc. (NYSE:V – Get Rating) by 5.7% in the 4th quarter, Holdings Channel reports. The firm owned 17,010 shares of the credit-card processor’s stock after selling 1,020 shares during the quarter. Visa comprises approximately 2.5% of StrongBox Wealth LLC’s investment portfolio, making the stock its 11th biggest […]
Cherrydale Wealth Management LLC purchased a new position in shares of Visa Inc. (NYSE:V – Get Rating) during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 987 shares of the credit-card processor’s stock, valued at approximately $205,000. Other large investors […]
Oak Harbor Wealth Partners LLC raised its stake in Visa Inc. (NYSE:V – Get Rating) by 0.7% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 20,362 shares of the credit-card processor’s stock after purchasing an additional 146 shares during the period. Visa accounts for approximately 1.6% of […]
Congress Asset Management Co. MA trimmed its position in Visa Inc. (NYSE:V – Get Rating) by 0.4% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 563,062 shares of the credit-card processor’s stock after selling 2,142 shares during the […]
Stordahl Capital Management Inc. boosted its position in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Get Rating) by 1.8% in the fourth quarter, HoldingsChannel reports. The fund owned 157,294 shares of the company’s stock after purchasing an additional 2,716 shares during the quarter. Vanguard S&P 500 ETF makes up 18.1% of Stordahl Capital Management […]