A detailed history of Capital Advisors Wealth Management, LLC transactions in Visa Inc. stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 14,843 shares of V stock, worth $4.56 Million. This represents 0.76% of its overall portfolio holdings.

Number of Shares
14,843
Previous 14,549 2.02%
Holding current value
$4.56 Million
Previous $3.82 Million 6.89%
% of portfolio
0.76%
Previous 0.76%

Shares

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

Oct 15, 2024

BUY
$253.74 - $291.56 $74,599 - $85,718
294 Added 2.02%
14,843 $4.08 Million
Q2 2024

Jul 16, 2024

BUY
$262.47 - $281.5 $231,236 - $248,001
881 Added 6.45%
14,549 $3.82 Million
Q1 2024

Apr 12, 2024

BUY
$257.98 - $290.37 $166,139 - $186,998
644 Added 4.94%
13,668 $3.81 Million
Q4 2023

Jan 08, 2024

BUY
$228.81 - $262.38 $38,668 - $44,342
169 Added 1.31%
13,024 $3.39 Million
Q3 2023

Oct 10, 2023

BUY
$229.5 - $248.11 $47,277 - $51,110
206 Added 1.63%
12,855 $2.96 Million
Q2 2023

Jul 11, 2023

BUY
$221.03 - $237.48 $112,946 - $121,352
511 Added 4.21%
12,649 $3 Million
Q1 2023

Apr 14, 2023

BUY
$207.4 - $231.44 $76,738 - $85,632
370 Added 3.14%
12,138 $2.74 Million
Q4 2022

Feb 09, 2023

BUY
$179.14 - $217.69 $50,517 - $61,388
282 Added 2.46%
11,768 $2.45 Million
Q3 2022

Nov 14, 2022

BUY
$177.28 - $217.14 $3,368 - $4,125
19 Added 0.17%
11,486 $2.04 Million
Q2 2022

Aug 04, 2022

BUY
$189.05 - $227.74 $134,603 - $162,150
712 Added 6.62%
11,467 $2.26 Million
Q1 2022

May 09, 2022

BUY
$190.7 - $235.42 $36,614 - $45,200
192 Added 1.82%
10,755 $2.39 Million
Q4 2021

Feb 04, 2022

BUY
$190.16 - $233.88 $8,557 - $10,524
45 Added 0.43%
10,563 $2.29 Million
Q3 2021

Nov 12, 2021

BUY
$220.05 - $250.93 $130,709 - $149,052
594 Added 5.99%
10,518 $2.34 Million
Q2 2021

Aug 13, 2021

BUY
$216.86 - $237.32 $82,623 - $90,418
381 Added 3.99%
9,924 $2.32 Million
Q1 2021

Apr 20, 2021

BUY
$193.25 - $226.15 $1.84 Million - $2.16 Million
9,543 New
9,543 $2.02 Million

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 $503B
  • 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 Capital Advisors Wealth Management, LLC Portfolio

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

News

Stay updated on Capital Advisors Wealth Management, LLC with notifications on news.