A detailed history of Cerro Pacific Wealth Advisors LLC transactions in Visa Inc. stock. As of the latest transaction made, Cerro Pacific Wealth Advisors LLC holds 2,030 shares of V stock, worth $629,097. This represents 0.2% of its overall portfolio holdings.

Number of Shares
2,030
Previous 2,030 -0.0%
Holding current value
$629,097
Previous $532,000 4.89%
% of portfolio
0.2%
Previous 0.2%

Shares

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

Aug 09, 2024

BUY
$262.47 - $281.5 $25,984 - $27,868
99 Added 5.13%
2,030 $532,000
Q1 2023

May 10, 2023

SELL
$207.4 - $231.44 $10,577 - $11,803
-51 Reduced 2.57%
1,931 $435,000
Q4 2022

Jan 18, 2023

SELL
$179.14 - $217.69 $7,882 - $9,578
-44 Reduced 2.17%
1,982 $0
Q3 2022

Oct 12, 2022

SELL
$177.28 - $217.14 $133,491 - $163,506
-753 Reduced 27.1%
2,026 $360,000
Q2 2022

Jul 18, 2022

SELL
$189.05 - $227.74 $16,069 - $19,357
-85 Reduced 2.97%
2,779 $547,000
Q1 2022

Apr 13, 2022

BUY
$190.7 - $235.42 $30,512 - $37,667
160 Added 5.92%
2,864 $635,000
Q4 2021

Jan 19, 2022

SELL
$190.16 - $233.88 $33,658 - $41,396
-177 Reduced 6.14%
2,704 $586,000
Q3 2021

Nov 09, 2021

SELL
$220.05 - $250.93 $67,995 - $77,537
-309 Reduced 9.69%
2,881 $642,000
Q2 2021

Aug 16, 2021

SELL
$216.86 - $237.32 $285,604 - $312,550
-1,317 Reduced 29.22%
3,190 $746,000
Q4 2020

Feb 12, 2021

BUY
$180.87 - $218.73 $815,181 - $985,816
4,507 New
4,507 $986,000

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 $507B
  • 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 Cerro Pacific Wealth Advisors LLC Portfolio

Follow Cerro Pacific Wealth Advisors 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 Cerro Pacific Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cerro Pacific Wealth Advisors LLC with notifications on news.