A detailed history of Cm Wealth Advisors LLC transactions in Visa Inc. stock. As of the latest transaction made, Cm Wealth Advisors LLC holds 1,727 shares of V stock, worth $479,985. This represents 0.22% of its overall portfolio holdings.

Number of Shares
1,727
Previous 5,416 68.11%
Holding current value
$479,985
Previous $1.51 Million 70.02%
% of portfolio
0.22%
Previous 0.43%

Shares

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

Aug 14, 2024

SELL
$262.47 - $281.5 $968,251 - $1.04 Million
-3,689 Reduced 68.11%
1,727 $453,000
Q1 2024

May 13, 2024

BUY
$257.98 - $290.37 $892,610 - $1 Million
3,460 Added 176.89%
5,416 $1.51 Million
Q3 2023

Nov 16, 2023

SELL
$229.5 - $248.11 $893,214 - $965,644
-3,892 Reduced 66.55%
1,956 $449,000
Q2 2023

Aug 15, 2023

SELL
$221.03 - $237.48 $4.01 Million - $4.31 Million
-18,132 Reduced 75.61%
5,848 $1.39 Million
Q1 2023

May 01, 2023

BUY
$207.4 - $231.44 $4.97 Million - $5.55 Million
23,980 New
23,980 $5.47 Million
Q4 2022

May 04, 2023

SELL
$179.14 - $217.69 $4 Million - $4.86 Million
-22,348 Reduced 93.19%
1,632 $339 Million
Q3 2022

May 11, 2023

SELL
$177.28 - $217.14 $3.91 Million - $4.79 Million
-22,057 Reduced 91.98%
1,923 $342 Million
Q2 2022

May 09, 2023

SELL
$189.05 - $227.74 $4.22 Million - $5.09 Million
-22,348 Reduced 93.19%
1,632 $321 Million

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 $454B
  • 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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