A detailed history of Kellett Schaffner Wealth Advisors LLC transactions in Visa Inc. stock. As of the latest transaction made, Kellett Schaffner Wealth Advisors LLC holds 2,017 shares of V stock, worth $657,037. This represents 0.5% of its overall portfolio holdings.

Number of Shares
2,017
Previous 1,824 10.58%
Holding current value
$657,037
Previous $647,000 6.34%
% of portfolio
0.5%
Previous 0.5%

Shares

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

Oct 21, 2025

BUY
$332.09 - $358.86 $64,093 - $69,259
193 Added 10.58%
2,017 $688,000
Q2 2025

Jul 25, 2025

BUY
$308.27 - $373.31 $174,172 - $210,920
565 Added 44.88%
1,824 $647,000
Q1 2025

Apr 23, 2025

BUY
$306.92 - $362.71 $8,286 - $9,793
27 Added 2.19%
1,259 $441,000
Q4 2024

Feb 04, 2025

BUY
$273.87 - $320.91 $9,859 - $11,552
36 Added 3.01%
1,232 $389,000
Q3 2024

Oct 21, 2024

SELL
$253.74 - $291.56 $88,809 - $102,046
-350 Reduced 22.64%
1,196 $328,000
Q2 2024

Aug 09, 2024

BUY
$262.47 - $281.5 $143,571 - $153,980
547 Added 54.75%
1,546 $405,000
Q1 2024

Apr 26, 2024

BUY
$257.98 - $290.37 $4,643 - $5,226
18 Added 1.83%
999 $278,000
Q3 2023

Nov 06, 2023

BUY
$229.5 - $248.11 $225,139 - $243,395
981 New
981 $225,000
Q1 2023

May 04, 2023

SELL
$207.4 - $231.44 $21,984 - $24,532
-106 Reduced 6.72%
1,471 $331,000
Q3 2022

Nov 10, 2022

BUY
$177.28 - $217.14 $17,728 - $21,714
100 Added 6.77%
1,577 $327,000
Q1 2022

Apr 25, 2022

SELL
$190.7 - $235.42 $28,605 - $35,313
-150 Reduced 9.22%
1,477 $328,000
Q4 2021

Feb 10, 2022

BUY
$190.16 - $233.88 $309,390 - $380,522
1,627 New
1,627 $353,000

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 $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
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