A detailed history of Dougherty Wealth Advisers LLC transactions in Visa Inc. stock. As of the latest transaction made, Dougherty Wealth Advisers LLC holds 1,928 shares of V stock, worth $597,525. This represents 0.42% of its overall portfolio holdings.

Number of Shares
1,928
Previous 1,928 -0.0%
Holding current value
$597,525
Previous $506,000 4.74%
% of portfolio
0.42%
Previous 0.44%

Shares

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

Jul 11, 2024

BUY
$262.47 - $281.5 $14,698 - $15,764
56 Added 2.99%
1,928 $506,000
Q1 2024

Apr 26, 2024

SELL
$257.98 - $290.37 $140,341 - $157,961
-544 Reduced 22.52%
1,872 $522,000
Q3 2019

Nov 12, 2019

SELL
$168.86 - $185.74 $47,280 - $52,007
-280 Reduced 10.39%
2,416 $416,000
Q2 2019

Aug 07, 2019

BUY
$157.26 - $173.85 $44,032 - $48,678
280 Added 11.59%
2,696 $468,000
Q4 2018

Feb 11, 2019

BUY
$121.73 - $150.79 $294,099 - $364,308
2,416 New
2,416 $339,000

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 $507B
  • 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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