A detailed history of Cogent Blue Wealth Advisors, LLC transactions in Visa Inc. stock. As of the latest transaction made, Cogent Blue Wealth Advisors, LLC holds 1,201 shares of V stock, worth $414,945. This represents 0.37% of its overall portfolio holdings.

Number of Shares
1,201
Previous 715 67.97%
Holding current value
$414,945
Previous $226 Million 86.27%
% of portfolio
0.37%
Previous 0.2%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025

BUY
$306.92 - $362.71 $149,163 - $176,277
486 Added 67.97%
1,201 $421 Million
Q4 2024

Jan 31, 2025

BUY
$273.87 - $320.91 $195,817 - $229,450
715 New
715 $226 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 $565B
  • 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 Cogent Blue Wealth Advisors, LLC Portfolio

Follow Cogent Blue 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 Cogent Blue Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cogent Blue Wealth Advisors, LLC with notifications on news.