A detailed history of Cherrydale Wealth Management, LLC transactions in Visa Inc. stock. As of the latest transaction made, Cherrydale Wealth Management, LLC holds 1,523 shares of V stock, worth $479,562. This represents 0.17% of its overall portfolio holdings.

Number of Shares
1,523
Previous 1,372 11.01%
Holding current value
$479,562
Previous $360,000 16.11%
% of portfolio
0.17%
Previous 0.16%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024

BUY
$253.74 - $291.56 $38,314 - $44,025
151 Added 11.01%
1,523 $418,000
Q2 2024

Jul 11, 2024

SELL
$262.47 - $281.5 $3,149 - $3,378
-12 Reduced 0.87%
1,372 $360,000
Q1 2024

Apr 12, 2024

BUY
$257.98 - $290.37 $41,534 - $46,749
161 Added 13.16%
1,384 $386,000
Q4 2023

Jan 08, 2024

BUY
$228.81 - $262.38 $22,194 - $25,450
97 Added 8.61%
1,223 $318,000
Q3 2023

Oct 10, 2023

BUY
$229.5 - $248.11 $4,131 - $4,465
18 Added 1.62%
1,126 $258,000
Q2 2023

Jul 17, 2023

BUY
$221.03 - $237.48 $9,504 - $10,211
43 Added 4.04%
1,108 $263,000
Q1 2023

Apr 14, 2023

BUY
$207.4 - $231.44 $16,177 - $18,052
78 Added 7.9%
1,065 $240,000
Q4 2022

Jan 18, 2023

BUY
$179.14 - $217.69 $176,811 - $214,860
987 New
987 $0
Q2 2022

Jul 07, 2022

BUY
$189.05 - $227.74 $12,666 - $15,258
67 Added 6.86%
1,044 $205,000
Q1 2022

Apr 26, 2022

BUY
$190.7 - $235.42 $186,313 - $230,005
977 New
977 $216,000

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 $515B
  • 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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