A detailed history of Wealth Plan Investment Management, LLC transactions in Visa Inc. stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 6,339 shares of V stock, worth $1.74 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
6,339
Previous 6,048 4.81%
Holding current value
$1.74 Million
Previous $1.69 Million 1.42%
% of portfolio
0.27%
Previous 0.29%

Shares

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

Aug 09, 2024

BUY
$262.47 - $281.5 $76,378 - $81,916
291 Added 4.81%
6,339 $1.66 Million
Q1 2024

May 16, 2024

BUY
$257.98 - $290.37 $74,556 - $83,916
289 Added 5.02%
6,048 $1.69 Million
Q4 2023

Jan 05, 2024

BUY
$228.81 - $262.38 $44,617 - $51,164
195 Added 3.5%
5,759 $1.5 Million
Q3 2023

Nov 15, 2023

SELL
$229.5 - $248.11 $1.29 Million - $1.39 Million
-5,601 Reduced 50.17%
5,564 $1.28 Million
Q3 2023

Nov 09, 2023

BUY
$229.5 - $248.11 $1.94 Million - $2.1 Million
8,451 Added 311.39%
11,165 $2.57 Million
Q2 2023

Aug 14, 2023

SELL
$221.03 - $237.48 $166,214 - $178,584
-752 Reduced 21.7%
2,714 $644,000
Q2 2023

Jul 25, 2023

SELL
$221.03 - $237.48 $366,025 - $393,266
-1,656 Reduced 32.33%
3,466 $823,000
Q1 2023

May 08, 2023

SELL
$207.4 - $231.44 $2.09 Million - $2.33 Million
-10,055 Reduced 66.25%
5,122 $1.15 Million
Q4 2022

Feb 15, 2023

SELL
$179.14 - $217.69 $131,309 - $159,566
-733 Reduced 4.61%
15,177 $3.15 Million
Q3 2022

Dec 12, 2022

BUY
$177.28 - $217.14 $23,755 - $29,096
134 Added 0.85%
15,910 $3.31 Million
Q1 2022

Sep 07, 2022

BUY
$190.7 - $235.42 $3.01 Million - $3.71 Million
15,776 New
15,776 $3.36 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 $448B
  • 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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