A detailed history of Ccg Wealth Management, LLC transactions in Visa Inc. stock. As of the latest transaction made, Ccg Wealth Management, LLC holds 743 shares of V stock, worth $249,202. This represents 0.14% of its overall portfolio holdings.

Number of Shares
743
Previous 686 8.31%
Holding current value
$249,202
Previous $240,000 9.58%
% of portfolio
0.14%
Previous 0.15%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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 $548B
  • 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 Ccg Wealth Management, LLC Portfolio

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

News

Stay updated on Ccg Wealth Management, LLC with notifications on news.