A detailed history of Castle Wealth Management LLC transactions in Visa Inc. stock. As of the latest transaction made, Castle Wealth Management LLC holds 4,396 shares of V stock, worth $1.41 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares
4,396
Previous 3,792 15.93%
Holding current value
$1.41 Million
Previous $995,000 21.41%
% of portfolio
0.64%
Previous 0.59%

Shares

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

Oct 31, 2024

BUY
$253.74 - $291.56 $153,258 - $176,102
604 Added 15.93%
4,396 $1.21 Million
Q2 2024

Jul 22, 2024

BUY
$262.47 - $281.5 $42,257 - $45,321
161 Added 4.43%
3,792 $995,000
Q1 2024

Apr 29, 2024

SELL
$257.98 - $290.37 $154,530 - $173,931
-599 Reduced 14.16%
3,631 $1.01 Million
Q4 2023

Jan 31, 2024

BUY
$228.81 - $262.38 $27,457 - $31,485
120 Added 2.92%
4,230 $1.1 Million
Q3 2023

Nov 03, 2023

BUY
$229.5 - $248.11 $175,797 - $190,052
766 Added 22.91%
4,110 $945,000
Q2 2023

Jul 17, 2023

SELL
$221.03 - $237.48 $15,693 - $16,861
-71 Reduced 2.08%
3,344 $794,000
Q1 2023

May 04, 2023

SELL
$207.4 - $231.44 $41,272 - $46,056
-199 Reduced 5.51%
3,415 $769,000
Q4 2022

Feb 09, 2023

SELL
$179.14 - $217.69 $11,644 - $14,149
-65 Reduced 1.77%
3,614 $751,000
Q3 2022

Nov 07, 2022

BUY
$177.28 - $217.14 $141,824 - $173,712
800 Added 27.79%
3,679 $654,000
Q2 2022

Aug 01, 2022

BUY
$189.05 - $227.74 $544,274 - $655,663
2,879 New
2,879 $567,000

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 $524B
  • 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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