Avantax Planning Partners, Inc. Visa Inc. Transaction History

Avantax Planning Partners, Inc.

$2.78 Billion
Q3 2024

A detailed history of Avantax Planning Partners, Inc. transactions in Visa Inc. stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 7,811 shares of V stock, worth $2.45 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

7,811

Previous 12,260 36.29%

Holding current value

$2.45 Million

Previous $3.22 Million 33.26%

% of portfolio

0.08%

Previous 0.1%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$253.74 - $291.56 $1.13 Million - $1.3 Million	-4,449 Reduced 36.29%	7,811 $2.15 Million
Q2 2024 Aug 09, 2024	SELL	$262.47 - $281.5 $280,317 - $300,642	-1,068 Reduced 8.01%	12,260 $3.22 Million
Q1 2024 May 02, 2024	BUY	$257.98 - $290.37 $313,703 - $353,089	1,216 Added 10.04%	13,328 $3.72 Million
Q4 2023 Feb 09, 2024	BUY	$228.81 - $262.38 $194,717 - $223,285	851 Added 7.56%	12,112 $3.15 Million
Q3 2023 Nov 03, 2023	BUY	$229.5 - $248.11 $67,932 - $73,440	296 Added 2.7%	11,261 $2.59 Million
Q2 2023 Jul 17, 2023	SELL	$221.03 - $237.48 $9,946 - $10,686	-45 Reduced 0.41%	10,965 $2.6 Million
Q1 2023 Apr 20, 2023	SELL	$207.4 - $231.44 $501,908 - $560,084	-2,420 Reduced 18.02%	11,010 $2.48 Million
Q4 2022 Feb 09, 2023	BUY	$179.14 - $217.69 $145,103 - $176,328	810 Added 6.42%	13,430 $2.79 Million
Q3 2022 Oct 14, 2022	BUY	$177.28 - $217.14 $395,511 - $484,439	2,231 Added 21.47%	12,620 $2.24 Million
Q2 2022 Jul 18, 2022	BUY	$189.05 - $227.74 $296,241 - $356,868	1,567 Added 17.76%	10,389 $2.05 Million
Q1 2022 May 09, 2022	BUY	$190.7 - $235.42 $34,516 - $42,611	181 Added 2.09%	8,822 $1.96 Million
Q4 2021 Jan 28, 2022	BUY	$190.16 - $233.88 $63,703 - $78,349	335 Added 4.03%	8,641 $1.87 Million
Q3 2021 Oct 27, 2021	BUY	$220.05 - $250.93 $5,941 - $6,775	27 Added 0.33%	8,306 $1.85 Million
Q2 2021 Aug 10, 2021	SELL	$216.86 - $237.32 $39,685 - $43,429	-183 Reduced 2.16%	8,279 $1.94 Million
Q1 2021 May 06, 2021	SELL	$193.25 - $226.15 $442,929 - $518,335	-2,292 Reduced 21.31%	8,462 $1.79 Million
Q4 2020 Feb 04, 2021	SELL	$180.87 - $218.73 $2.35 Million - $2.85 Million	-13,020 Reduced 54.77%	10,754 $2.35 Million
Q3 2020 Oct 28, 2020	SELL	$189.02 - $216.48 $470,470 - $538,818	-2,489 Reduced 9.48%	23,774 $4.75 Million
Q2 2020 Jul 15, 2020	BUY	$151.85 - $200.48 $430,494 - $568,360	2,835 Added 12.1%	26,263 $5.07 Million
Q1 2020 Apr 27, 2020	BUY	$135.74 - $213.31 $171,303 - $269,197	1,262 Added 5.69%	23,428 $3.78 Million
Q4 2019 Jan 15, 2020	BUY	$169.83 - $189.39 $48,401 - $53,976	285 Added 1.3%	22,166 $4.17 Million
Q3 2019 Nov 08, 2019	BUY	$168.86 - $185.74 $72,947 - $80,239	432 Added 2.01%	21,881 $3.76 Million
Q2 2019 Aug 07, 2019	BUY	$157.26 - $173.85 $132,098 - $146,034	840 Added 4.08%	21,449 $3.78 Million
Q1 2019 May 08, 2019	BUY	$128.13 - $156.19 $172,334 - $210,075	1,345 Added 6.98%	20,609 $3.22 Million
Q4 2018 Feb 14, 2019	SELL	$121.73 - $150.79 $100,062 - $123,949	-822 Reduced 4.09%	19,264 $2.54 Million
Q3 2018 Nov 13, 2018	SELL	$131.45 - $150.09 $55,471 - $63,337	-422 Reduced 2.06%	20,086 $3.02 Million
Q2 2018 Aug 13, 2018	SELL	$117.7 - $136.28 $40,841 - $47,289	-347 Reduced 1.66%	20,508 $2.72 Million
Q1 2018 May 15, 2018	BUY	$113.86 - $126.32 $8,539 - $9,474	75 Added 0.36%	20,855 $2.5 Million
Q4 2017 Feb 09, 2018	SELL	$105.31 - $114.35 $319,405 - $346,823	-3,033 Reduced 12.74%	20,780 $2.37 Million
Q3 2017 Oct 19, 2017	BUY	$99.49 - $106.21 $2.37 Million - $2.53 Million	23,813	23,813 $2.51 Million

Others Institutions Holding V

# of Institutions

4,246

Shares Held

1.45B

Call Options Held

13.4M

Put Options Held

12.1M

View Full List

About VISA INC.

Ticker V
Exchange NYSE
Sector Financial Services
Industry Credit Services
Shares Outstandng 1,635,010,048
Market Cap $512B
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...

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Avantax Planning Partners, Inc. Visa Inc. Transaction History