Cfm Wealth Partners LLC Visa Inc. Transaction History

Cfm Wealth Partners LLC

$541 Million
Q2 2024

A detailed history of Cfm Wealth Partners LLC transactions in Visa Inc. stock. As of the latest transaction made, Cfm Wealth Partners LLC holds 41,504 shares of V stock, worth $11.6 Million. This represents 2.01% of its overall portfolio holdings.

Number of Shares

41,504

Previous 38,447 7.95%

Holding current value

$11.6 Million

Previous $10.7 Million 1.53%

% of portfolio

2.01%

Previous 2.17%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 18, 2024	BUY	$262.47 - $281.5 $802,370 - $860,545	3,057 Added 7.95%	41,504 $10.9 Million
Q1 2024 Apr 15, 2024	BUY	$257.98 - $290.37 $551,819 - $621,101	2,139 Added 5.89%	38,447 $10.7 Million
Q4 2023 Jan 11, 2024	BUY	$228.81 - $262.38 $206,844 - $237,191	904 Added 2.55%	36,308 $9.45 Million
Q3 2023 Oct 11, 2023	BUY	$229.5 - $248.11 $766,071 - $828,191	3,338 Added 10.41%	35,404 $8.14 Million
Q2 2023 Jul 14, 2023	BUY	$221.03 - $237.48 $293,748 - $315,610	1,329 Added 4.32%	32,066 $7.62 Million
Q1 2023 Apr 12, 2023	BUY	$207.4 - $231.44 $6.37 Million - $7.11 Million	30,737 New	30,737 $6.93 Million
Q4 2022 Jan 19, 2023	SELL	$179.14 - $217.69 $14,331 - $17,415	-80 Reduced 0.26%	30,875 $6.41 Billion
Q3 2022 Oct 17, 2022	BUY	$177.28 - $217.14 $33,328 - $40,822	188 Added 0.61%	30,955 $5.5 Million
Q2 2022 Jul 12, 2022	SELL	$189.05 - $227.74 $49,153 - $59,212	-260 Reduced 0.84%	30,767 $6.06 Million
Q1 2022 Apr 14, 2022	BUY	$190.7 - $235.42 $21,930 - $27,073	115 Added 0.37%	31,027 $6.88 Million
Q4 2021 Jan 21, 2022	BUY	$190.16 - $233.88 $2,472 - $3,040	13 Added 0.04%	30,912 $6.85 Million
Q3 2021 Oct 25, 2021	BUY	$220.05 - $250.93 $1,540 - $1,756	7 Added 0.02%	30,899 $6.88 Million
Q2 2021 Jul 21, 2021	BUY	$216.86 - $237.32 $14,095 - $15,425	65 Added 0.21%	30,892 $7.22 Million
Q1 2021 May 17, 2021	BUY	$193.25 - $226.15 $4,444 - $5,201	23 Added 0.07%	30,827 $6.53 Million
Q4 2020 Feb 10, 2021	SELL	$180.87 - $218.73 $246,887 - $298,566	-1,365 Reduced 4.24%	30,804 $6.74 Million
Q3 2020 Nov 10, 2020	BUY	$189.02 - $216.48 $67,669 - $77,499	358 Added 1.13%	32,169 $6.43 Million
Q2 2020 Aug 14, 2020	BUY	$151.85 - $200.48 $151,850 - $200,480	1,000 Added 3.25%	31,811 $6.14 Million
Q1 2020 May 12, 2020	BUY	$135.74 - $213.31 $125,559 - $197,311	925 Added 3.1%	30,811 $4.96 Million
Q4 2019 Jan 30, 2020	BUY	$169.83 - $189.39 $5.08 Million - $5.66 Million	29,886 New	29,886 $6.01 Million

Others Institutions Holding V

# of Institutions

4,159

Shares Held

1.47B

Call Options Held

11.4M

Put Options Held

9.22M

View Full List

About VISA INC.

Ticker V
Exchange NYSE
Sector Financial Services
Industry Credit Services
Shares Outstandng 1,635,010,048
Market Cap $457B
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...

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Cfm Wealth Partners LLC Visa Inc. Transaction History