A detailed history of Ccg Wealth Management, LLC transactions in Visa Inc. stock. As of the latest transaction made, Ccg Wealth Management, LLC holds 1,168 shares of V stock, worth $380,476. This represents 0.17% of its overall portfolio holdings.

Number of Shares
1,168
Previous 1,090 7.16%
Holding current value
$380,476
Previous $372,000 2.15%
% of portfolio
0.17%
Previous 0.18%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 21, 2026

BUY
$325.75 - $352.42 $25,408 - $27,488
78 Added 7.16%
1,168 $380,000
Q3 2025

Nov 03, 2025

BUY
$332.09 - $358.86 $115,235 - $124,524
347 Added 46.7%
1,090 $372,000
Q2 2025

Jul 25, 2025

BUY
$308.27 - $373.31 $17,571 - $21,278
57 Added 8.31%
743 $263,000
Q1 2025

Apr 22, 2025

BUY
$306.92 - $362.71 $210,547 - $248,819
686 New
686 $240,000
Q1 2021

May 04, 2021

SELL
$193.25 - $226.15 $453,751 - $531,000
-2,348 Closed
0 $0
Q4 2020

Feb 04, 2021

BUY
$180.87 - $218.73 $424,682 - $513,578
2,348 New
2,348 $514,000

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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