A detailed history of Capital Planning Advisors, LLC transactions in Visa Inc. stock. As of the latest transaction made, Capital Planning Advisors, LLC holds 29,602 shares of V stock, worth $8.15 Million. This represents 1.37% of its overall portfolio holdings.

Number of Shares
29,602
Previous 29,561 0.14%
Holding current value
$8.15 Million
Previous $8.25 Million 5.82%
% of portfolio
1.37%
Previous 1.49%

Shares

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

Aug 12, 2024

BUY
$262.47 - $281.5 $10,761 - $11,541
41 Added 0.14%
29,602 $7.77 Million
Q1 2024

May 15, 2024

BUY
$257.98 - $290.37 $40,760 - $45,878
158 Added 0.54%
29,561 $8.25 Million
Q4 2023

Feb 12, 2024

SELL
$228.81 - $262.38 $102,964 - $118,071
-450 Reduced 1.51%
29,403 $7.66 Million
Q3 2023

Oct 30, 2023

BUY
$229.5 - $248.11 $64,260 - $69,470
280 Added 0.95%
29,853 $6.87 Million
Q2 2023

Aug 01, 2023

BUY
$221.03 - $237.48 $19,892 - $21,373
90 Added 0.31%
29,573 $7.02 Million
Q1 2023

May 15, 2023

SELL
$207.4 - $231.44 $94,781 - $105,768
-457 Reduced 1.53%
29,483 $6.65 Million
Q4 2022

Feb 09, 2023

BUY
$179.14 - $217.69 $180,931 - $219,866
1,010 Added 3.49%
29,940 $6.22 Million
Q3 2022

Nov 14, 2022

BUY
$177.28 - $217.14 $209,190 - $256,225
1,180 Added 4.25%
28,930 $5.14 Million
Q2 2022

Aug 10, 2022

SELL
$189.05 - $227.74 $227,427 - $273,971
-1,203 Reduced 4.16%
27,750 $5.46 Million
Q1 2022

May 10, 2022

SELL
$190.7 - $235.42 $73,419 - $90,636
-385 Reduced 1.31%
28,953 $6.42 Million
Q4 2021

Feb 14, 2022

SELL
$190.16 - $233.88 $23,960 - $29,468
-126 Reduced 0.43%
29,338 $6.36 Million
Q3 2021

Nov 09, 2021

BUY
$220.05 - $250.93 $41,809 - $47,676
190 Added 0.65%
29,464 $6.56 Million
Q2 2021

Aug 13, 2021

SELL
$216.86 - $237.32 $7,806 - $8,543
-36 Reduced 0.12%
29,274 $6.85 Million
Q1 2021

Apr 30, 2021

SELL
$193.25 - $226.15 $27,634 - $32,339
-143 Reduced 0.49%
29,310 $6.21 Million
Q4 2020

Feb 04, 2021

SELL
$180.87 - $218.73 $88,083 - $106,521
-487 Reduced 1.63%
29,453 $6.44 Million
Q3 2020

Nov 12, 2020

BUY
$189.02 - $216.48 $88,650 - $101,529
469 Added 1.59%
29,940 $5.99 Million
Q2 2020

Aug 06, 2020

BUY
$151.85 - $200.48 $143,346 - $189,253
944 Added 3.31%
29,471 $5.69 Million
Q1 2020

May 11, 2020

SELL
$135.74 - $213.31 $37,464 - $58,873
-276 Reduced 0.96%
28,527 $4.6 Million
Q4 2019

Feb 03, 2020

SELL
$169.83 - $189.39 $26,153 - $29,166
-154 Reduced 0.53%
28,803 $5.41 Million
Q3 2019

Nov 05, 2019

SELL
$168.86 - $185.74 $488,511 - $537,345
-2,893 Reduced 9.08%
28,957 $4.98 Million
Q2 2019

Aug 09, 2019

SELL
$157.26 - $173.85 $371,290 - $410,459
-2,361 Reduced 6.9%
31,850 $5.53 Million
Q1 2019

May 14, 2019

BUY
$128.13 - $156.19 $63,936 - $77,938
499 Added 1.48%
34,211 $5.34 Million
Q4 2018

Feb 13, 2019

SELL
$121.73 - $150.79 $45,527 - $56,395
-374 Reduced 1.1%
33,712 $4.45 Million
Q3 2018

Nov 14, 2018

BUY
$131.45 - $150.09 $1.06 Million - $1.21 Million
8,043 Added 30.88%
34,086 $5.12 Million
Q2 2018

Aug 08, 2018

SELL
$117.7 - $136.28 $1.14 Million - $1.32 Million
-9,721 Reduced 27.18%
26,043 $3.45 Million
Q1 2018

May 15, 2018

SELL
$113.86 - $126.32 $144,602 - $160,426
-1,270 Reduced 3.43%
35,764 $4.28 Million
Q4 2017

Feb 08, 2018

BUY
$105.31 - $114.35 $22,536 - $24,470
214 Added 0.58%
37,034 $4.22 Million
Q3 2017

Nov 09, 2017

BUY
$99.49 - $106.21 $3.66 Million - $3.91 Million
36,820
36,820 $3.88 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 $450B
  • 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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