Mark Sheptoff Financial Planning, LLC Visa Inc. Transaction History

Mark Sheptoff Financial Planning, LLC

$177 Million
Q1 2025

A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Visa Inc. stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 8,494 shares of V stock, worth $3 Million. This represents 1.68% of its overall portfolio holdings.

Number of Shares

8,494

Previous 8,494 -0.0%

Holding current value

$3 Million

Previous $2.68 Million 10.88%

% of portfolio

1.68%

Previous 1.48%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 10, 2024	BUY	$257.98 - $290.37 $2,579 - $2,903	10 Added 0.12%	8,494 $2.37 Million
Q3 2023 Nov 09, 2023	SELL	$229.5 - $248.11 $70,915 - $76,665	-309 Reduced 3.51%	8,484 $1.95 Million
Q2 2023 Aug 10, 2023	SELL	$221.03 - $237.48 $44,206 - $47,496	-200 Reduced 2.22%	8,793 $2.09 Million
Q4 2022 Feb 14, 2023	SELL	$179.14 - $217.69 $16,122 - $19,592	-90 Reduced 0.99%	8,993 $1.87 Million
Q3 2022 Nov 08, 2022	SELL	$177.28 - $217.14 $113,636 - $139,186	-641 Reduced 6.59%	9,083 $1.61 Million
Q2 2022 Aug 11, 2022	SELL	$189.05 - $227.74 $75,620 - $91,096	-400 Reduced 3.95%	9,724 $1.92 Million
Q1 2022 May 12, 2022	SELL	$190.7 - $235.42 $76,280 - $94,168	-400 Reduced 3.8%	10,124 $2.25 Million
Q4 2021 Feb 11, 2022	BUY	$190.16 - $233.88 $80,437 - $98,931	423 Added 4.19%	10,524 $2.28 Million
Q3 2021 Nov 10, 2021	BUY	$220.05 - $250.93 $22,005 - $25,093	100 Added 1.0%	10,101 $2.25 Million
Q4 2020 Feb 11, 2021	SELL	$180.87 - $218.73 $109,426 - $132,331	-605 Reduced 5.7%	10,001 $2.19 Million
Q3 2020 Nov 12, 2020	SELL	$189.02 - $216.48 $137,039 - $156,948	-725 Reduced 6.4%	10,606 $2.12 Million
Q2 2020 Aug 10, 2020	SELL	$151.85 - $200.48 $136,665 - $180,432	-900 Reduced 7.36%	11,331 $2.19 Million
Q1 2020 May 07, 2020	BUY	$135.74 - $213.31 $10,180 - $15,998	75 Added 0.62%	12,231 $1.97 Million
Q4 2019 Feb 10, 2020	SELL	$169.83 - $189.39 $16,983 - $18,939	-100 Reduced 0.82%	12,156 $2.28 Million
Q3 2019 Nov 12, 2019	BUY	$168.86 - $185.74 $65,179 - $71,695	386 Added 3.25%	12,256 $2.11 Million
Q2 2019 Aug 12, 2019	BUY	$157.26 - $173.85 $55,041 - $60,847	350 Added 3.04%	11,870 $2.06 Million
Q1 2019 May 10, 2019	BUY	$128.13 - $156.19 $5,125 - $6,247	40 Added 0.35%	11,520 $1.8 Million
Q4 2018 Feb 11, 2019	BUY	$121.73 - $150.79 $12,173 - $15,079	100 Added 0.88%	11,480 $1.52 Million
Q3 2018 Nov 13, 2018	BUY	$131.45 - $150.09 $65,725 - $75,045	500 Added 4.6%	11,380 $1.71 Million
Q2 2018 Aug 09, 2018	BUY	$117.7 - $136.28 $105,930 - $122,652	900 Added 9.02%	10,880 $1.44 Million
Q1 2018 May 08, 2018	BUY	$113.86 - $126.32 $111,582 - $123,793	980 Added 10.89%	9,980 $1.19 Million
Q4 2017 Feb 09, 2018	BUY	$105.31 - $114.35 $73,717 - $80,045	700 Added 8.43%	9,000 $1.03 Million
Q3 2017 Nov 09, 2017	BUY	$99.49 - $106.21 $825,767 - $881,543	8,300	8,300 $873,000

Others Institutions Holding V

# of Institutions

4,755

Shares Held

1.47B

Call Options Held

14M

Put Options Held

18.2M

View Full List

About VISA INC.

Ticker V
Exchange NYSE
Sector Financial Services
Industry Credit Services
Shares Outstandng 1,635,010,048
Market Cap $578B
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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Mark Sheptoff Financial Planning, LLC Visa Inc. Transaction History