A detailed history of Connecticut Wealth Management, LLC transactions in Visa Inc. stock. As of the latest transaction made, Connecticut Wealth Management, LLC holds 16,568 shares of V stock, worth $5.32 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
16,568
Previous 16,509 0.36%
Holding current value
$5.32 Million
Previous $4.33 Million 5.12%
% of portfolio
0.22%
Previous 0.22%

Shares

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

Nov 13, 2024

BUY
$253.74 - $291.56 $14,970 - $17,202
59 Added 0.36%
16,568 $4.56 Million
Q2 2024

Aug 13, 2024

BUY
$262.47 - $281.5 $113,124 - $121,326
431 Added 2.68%
16,509 $4.33 Million
Q1 2024

May 01, 2024

SELL
$257.98 - $290.37 $4,127 - $4,645
-16 Reduced 0.1%
16,078 $4.49 Million
Q4 2023

Feb 06, 2024

BUY
$228.81 - $262.38 $1.29 Million - $1.48 Million
5,635 Added 53.88%
16,094 $4.19 Million
Q3 2023

Oct 19, 2023

BUY
$229.5 - $248.11 $863,379 - $933,389
3,762 Added 56.17%
10,459 $2.41 Million
Q2 2023

Jul 25, 2023

BUY
$221.03 - $237.48 $574,899 - $617,685
2,601 Added 63.5%
6,697 $1.59 Million
Q1 2023

Apr 18, 2023

BUY
$207.4 - $231.44 $65,953 - $73,597
318 Added 8.42%
4,096 $923,000
Q4 2022

Jan 17, 2023

BUY
$179.14 - $217.69 $1,970 - $2,394
11 Added 0.29%
3,778 $0
Q3 2022

Nov 02, 2022

BUY
$177.28 - $217.14 $7,977 - $9,771
45 Added 1.21%
3,767 $669,000
Q2 2022

Jul 12, 2022

BUY
$189.05 - $227.74 $53,690 - $64,678
284 Added 8.26%
3,722 $733,000
Q1 2022

Apr 18, 2022

SELL
$190.7 - $235.42 $1,144 - $1,412
-6 Reduced 0.17%
3,438 $762,000
Q4 2021

Jan 24, 2022

BUY
$190.16 - $233.88 $23,770 - $29,235
125 Added 3.77%
3,444 $746,000
Q3 2021

Nov 02, 2021

BUY
$220.05 - $250.93 $51,931 - $59,219
236 Added 7.65%
3,319 $739,000
Q2 2021

Jul 29, 2021

SELL
$216.86 - $237.32 $1.68 Million - $1.84 Million
-7,753 Reduced 71.55%
3,083 $721,000
Q1 2021

May 12, 2021

BUY
$193.25 - $226.15 $2.09 Million - $2.45 Million
10,836 New
10,836 $2.29 Million
Q1 2021

Apr 29, 2021

SELL
$193.25 - $226.15 $2.06 Million - $2.41 Million
-10,676 Closed
0 $0
Q4 2020

Jan 29, 2021

SELL
$180.87 - $218.73 $65,294 - $78,961
-361 Reduced 3.27%
10,676 $2.34 Million
Q3 2020

Oct 13, 2020

BUY
$189.02 - $216.48 $1.47 Million - $1.68 Million
7,776 Added 238.45%
11,037 $2.21 Million
Q2 2020

Jul 14, 2020

SELL
$151.85 - $200.48 $19,892 - $26,262
-131 Reduced 3.86%
3,261 $630,000
Q1 2020

Apr 20, 2020

BUY
$135.74 - $213.31 $14,388 - $22,610
106 Added 3.23%
3,392 $547,000
Q4 2019

Jan 29, 2020

BUY
$169.83 - $189.39 $17,492 - $19,507
103 Added 3.24%
3,286 $617,000
Q3 2019

Oct 24, 2019

BUY
$168.86 - $185.74 $337 - $371
2 Added 0.06%
3,183 $548,000
Q2 2019

Jul 29, 2019

BUY
$157.26 - $173.85 $37,899 - $41,897
241 Added 8.2%
3,181 $552,000
Q1 2019

Apr 23, 2019

BUY
$128.13 - $156.19 $110,832 - $135,104
865 Added 41.69%
2,940 $459,000
Q4 2018

Jan 28, 2019

BUY
$121.73 - $150.79 $16,190 - $20,055
133 Added 6.85%
2,075 $274,000
Q3 2018

Nov 14, 2018

BUY
$131.45 - $150.09 $15,905 - $18,160
121 Added 6.64%
1,942 $293,000
Q2 2018

Aug 07, 2018

SELL
$117.7 - $136.28 $64,735 - $74,954
-550 Reduced 23.2%
1,821 $241,000
Q1 2018

May 08, 2018

BUY
$113.86 - $126.32 $269,962 - $299,504
2,371 New
2,371 $281,000

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
Track This Portfolio

Track Connecticut Wealth Management, LLC Portfolio

Follow Connecticut Wealth Management, 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 Connecticut Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Connecticut Wealth Management, LLC with notifications on news.