A detailed history of Caliber Wealth Management, LLC / Ks transactions in Visa Inc. stock. As of the latest transaction made, Caliber Wealth Management, LLC / Ks holds 6,094 shares of V stock, worth $1.99 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
6,094
Previous 6,400 4.78%
Holding current value
$1.99 Million
Previous $2.27 Billion 8.45%
% of portfolio
0.23%
Previous 0.24%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025

SELL
$332.09 - $358.86 $101,619 - $109,811
-306 Reduced 4.78%
6,094 $2.08 Billion
Q2 2025

Jul 30, 2025

SELL
$308.27 - $373.31 $181,262 - $219,506
-588 Reduced 8.41%
6,400 $2.27 Billion
Q1 2025

May 06, 2025

BUY
$306.92 - $362.71 $2.14 Million - $2.53 Million
6,988 New
6,988 $2.45 Billion

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 $533B
  • 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 Caliber Wealth Management, LLC / Ks Portfolio

Follow Caliber Wealth Management, LLC / Ks 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 Caliber Wealth Management, LLC / Ks, based on Form 13F filings with the SEC.

News

Stay updated on Caliber Wealth Management, LLC / Ks with notifications on news.