A detailed history of Cyndeo Wealth Partners, LLC transactions in Visa Inc. stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 29,355 shares of V stock, worth $9.34 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares
29,355
Previous 28,935 1.45%
Holding current value
$9.34 Million
Previous $7.59 Million 6.28%
% of portfolio
0.57%
Previous 0.6%

Shares

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

Oct 18, 2024

BUY
$253.74 - $291.56 $106,570 - $122,455
420 Added 1.45%
29,355 $8.07 Million
Q2 2024

Jul 30, 2024

BUY
$262.47 - $281.5 $515,228 - $552,584
1,963 Added 7.28%
28,935 $7.59 Million
Q1 2024

Apr 16, 2024

SELL
$257.98 - $290.37 $503,576 - $566,802
-1,952 Reduced 6.75%
26,972 $7.53 Million
Q4 2023

Jan 12, 2024

SELL
$228.81 - $262.38 $616,414 - $706,851
-2,694 Reduced 8.52%
28,924 $7.53 Million
Q3 2023

Oct 10, 2023

BUY
$229.5 - $248.11 $497,097 - $537,406
2,166 Added 7.35%
31,618 $7.27 Million
Q2 2023

Jul 27, 2023

SELL
$221.03 - $237.48 $141,017 - $151,512
-638 Reduced 2.12%
29,452 $6.99 Million
Q1 2023

Apr 21, 2023

BUY
$207.4 - $231.44 $329,351 - $367,526
1,588 Added 5.57%
30,090 $6.78 Million
Q4 2022

Jan 25, 2023

BUY
$179.14 - $217.69 $5.11 Million - $6.2 Million
28,502 New
28,502 $0

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 $520B
  • 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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