Mark Sheptoff Financial Planning, LLC Visa Inc. Transaction History

Mark Sheptoff Financial Planning, LLC

$179 Million
Q1 2024

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 $2.23 Million. This represents 1.32% of its overall portfolio holdings.

Number of Shares

8,494

Previous 8,484 0.12%

Holding current value

$2.23 Million

Previous $2.21 Million 7.34%

% of portfolio

1.32%

Previous 1.33%

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

4,108

Shares Held

1.45B

Call Options Held

12.2M

Put Options Held

10.2M

View Full List

About VISA INC.

Ticker V
Exchange NYSE
Sector Financial Services
Industry Credit Services
Shares Outstandng 1,635,010,048
Market Cap $429B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mark Sheptoff Financial Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mark Sheptoff Financial Planning, LLC with notifications on news.

Account

Mark Sheptoff Financial Planning, LLC Visa Inc. Transaction History