A detailed history of Congress Wealth Management LLC transactions in Visa Inc. stock. As of the latest transaction made, Congress Wealth Management LLC holds 128,218 shares of V stock, worth $34.2 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares
128,218
Previous 127,950 0.21%
Holding current value
$34.2 Million
Previous $33.3 Million 7.42%
% of portfolio
0.63%
Previous 0.62%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 18, 2024

BUY
$257.98 - $290.37 $69,138 - $77,819
268 Added 0.21%
128,218 $35.8 Million
Q4 2023

Feb 09, 2024

BUY
$228.81 - $262.38 $1.22 Million - $1.4 Million
5,351 Added 4.36%
127,950 $33.3 Million
Q3 2023

Oct 30, 2023

BUY
$229.5 - $248.11 $879,444 - $950,757
3,832 Added 3.23%
122,599 $28.2 Million
Q2 2023

Jul 13, 2023

BUY
$221.03 - $237.48 $196,716 - $211,357
890 Added 0.76%
118,767 $28.2 Million
Q1 2023

Apr 14, 2023

SELL
$207.4 - $231.44 $61,805 - $68,969
-298 Reduced 0.25%
117,877 $26.6 Million
Q4 2022

Feb 02, 2023

BUY
$179.14 - $217.69 $716,918 - $871,195
4,002 Added 3.51%
118,175 $24.6 Million
Q3 2022

Nov 08, 2022

BUY
$177.28 - $217.14 $790,136 - $967,792
4,457 Added 4.06%
114,173 $20.3 Million
Q2 2022

Aug 11, 2022

BUY
$189.05 - $227.74 $91,878 - $110,681
486 Added 0.44%
109,716 $21.6 Million
Q1 2022

May 16, 2022

BUY
$190.7 - $235.42 $548,453 - $677,067
2,876 Added 2.7%
109,230 $24.2 Million
Q4 2021

Feb 04, 2022

BUY
$190.16 - $233.88 $20.2 Million - $24.9 Million
106,354 New
106,354 $23 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 $436B
  • 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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