A detailed history of Cassady Schiller Wealth Management, LLC transactions in Visa Inc. stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 2,019 shares of V stock, worth $666,673. This represents 0.21% of its overall portfolio holdings.

Number of Shares
2,019
Previous 2,019 -0.0%
Holding current value
$666,673
Previous $529,000 4.91%
% of portfolio
0.21%
Previous 0.22%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

BUY
$257.98 - $290.37 $3,869 - $4,355
15 Added 0.75%
2,019 $563,000
Q2 2023

Aug 10, 2023

BUY
$221.03 - $237.48 $30,723 - $33,009
139 Added 7.45%
2,004 $475,000
Q1 2023

May 12, 2023

SELL
$207.4 - $231.44 $36,917 - $41,196
-178 Reduced 8.71%
1,865 $420,000
Q3 2022

Nov 09, 2022

BUY
$177.28 - $217.14 $28,896 - $35,393
163 Added 8.67%
2,043 $363,000
Q2 2022

Aug 11, 2022

SELL
$189.05 - $227.74 $56,147 - $67,638
-297 Reduced 13.64%
1,880 $370,000
Q1 2022

May 12, 2022

SELL
$190.7 - $235.42 $3,051 - $3,766
-16 Reduced 0.73%
2,177 $483,000
Q4 2021

Feb 09, 2022

BUY
$190.16 - $233.88 $417,020 - $512,898
2,193 New
2,193 $475,000

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 $540B
  • 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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