A detailed history of Cassaday & CO Wealth Management LLC transactions in Visa Inc. stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 36,508 shares of V stock, worth $10 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
36,508
Previous 36,435 0.2%
Holding current value
$10 Million
Previous $10.2 Million 5.76%
% of portfolio
0.33%
Previous 0.36%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

BUY
$262.47 - $281.5 $19,160 - $20,549
73 Added 0.2%
36,508 $9.58 Million
Q1 2024

May 08, 2024

BUY
$257.98 - $290.37 $44,372 - $49,943
172 Added 0.47%
36,435 $10.2 Million
Q4 2023

Feb 09, 2024

BUY
$228.81 - $262.38 $242,309 - $277,860
1,059 Added 3.01%
36,263 $9.44 Million
Q3 2023

Nov 06, 2023

SELL
$229.5 - $248.11 $47,506 - $51,358
-207 Reduced 0.58%
35,204 $8.1 Million
Q2 2023

Aug 07, 2023

SELL
$221.03 - $237.48 $260,594 - $279,988
-1,179 Reduced 3.22%
35,411 $8.41 Million
Q1 2023

May 03, 2023

SELL
$207.4 - $231.44 $1,451 - $1,620
-7 Reduced 0.02%
36,590 $8.25 Million
Q4 2022

Feb 07, 2023

BUY
$179.14 - $217.69 $6.56 Million - $7.97 Million
36,597 New
36,597 $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 $450B
  • 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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