A detailed history of Cap Wealth Advisors, LLC transactions in Visa Inc. stock. As of the latest transaction made, Cap Wealth Advisors, LLC holds 922 shares of V stock, worth $295,879. This represents 0.03% of its overall portfolio holdings.

Number of Shares
922
Holding current value
$295,879
% of portfolio
0.03%

Shares

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

Oct 31, 2024

BUY
$253.74 - $291.56 $233,948 - $268,818
922 New
922 $253,000
Q4 2022

Feb 01, 2023

BUY
$179.14 - $217.69 $185,589 - $225,526
1,036 New
1,036 $215,000
Q2 2022

Aug 05, 2022

BUY
$189.05 - $227.74 $66,545 - $80,164
352 Added 35.7%
1,338 $263,000
Q1 2022

May 02, 2022

SELL
$190.7 - $235.42 $188,030 - $232,124
-986 Closed
0 $0
Q4 2021

Feb 10, 2022

SELL
$190.16 - $233.88 $14,262 - $17,541
-75 Reduced 7.07%
986 $214,000
Q3 2021

Nov 09, 2021

SELL
$220.05 - $250.93 $1,320 - $1,505
-6 Reduced 0.56%
1,061 $236,000
Q2 2021

Aug 10, 2021

BUY
$216.86 - $237.32 $9,758 - $10,679
45 Added 4.4%
1,067 $249,000
Q4 2020

Feb 02, 2021

BUY
$180.87 - $218.73 $184,849 - $223,542
1,022 New
1,022 $224,000

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 $525B
  • 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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