A detailed history of Pinnacle Wealth Planning Services, Inc. transactions in Visa Inc. stock. As of the latest transaction made, Pinnacle Wealth Planning Services, Inc. holds 13,672 shares of V stock, worth $4.24 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares
13,672
Previous 12,901 5.98%
Holding current value
$4.24 Million
Previous $3.39 Million 11.02%
% of portfolio
0.51%
Previous 0.49%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$253.74 - $291.56 $195,633 - $224,792
771 Added 5.98%
13,672 $3.76 Million
Q2 2024

Aug 09, 2024

SELL
$262.47 - $281.5 $45,669 - $48,981
-174 Reduced 1.33%
12,901 $3.39 Million
Q1 2024

May 09, 2024

SELL
$257.98 - $290.37 $32,763 - $36,876
-127 Reduced 0.96%
13,075 $3.65 Million
Q4 2023

Feb 07, 2024

SELL
$228.81 - $262.38 $27,686 - $31,747
-121 Reduced 0.91%
13,202 $3.44 Million
Q3 2023

Nov 07, 2023

SELL
$229.5 - $248.11 $100,062 - $108,175
-436 Reduced 3.17%
13,323 $3.06 Million
Q2 2023

Aug 07, 2023

SELL
$221.03 - $237.48 $86,422 - $92,854
-391 Reduced 2.76%
13,759 $3.27 Million
Q1 2023

May 03, 2023

BUY
$207.4 - $231.44 $57,242 - $63,877
276 Added 1.99%
14,150 $3.19 Million
Q4 2022

Feb 13, 2023

SELL
$179.14 - $217.69 $59,653 - $72,490
-333 Reduced 2.34%
13,874 $2.88 Million
Q3 2022

Nov 09, 2022

BUY
$177.28 - $217.14 $176,393 - $216,054
995 Added 7.53%
14,207 $2.52 Million
Q2 2022

Aug 03, 2022

BUY
$189.05 - $227.74 $9,452 - $11,387
50 Added 0.38%
13,212 $2.6 Million
Q1 2022

Apr 20, 2022

SELL
$190.7 - $235.42 $173,918 - $214,703
-912 Reduced 6.48%
13,162 $2.92 Million
Q4 2021

Jan 21, 2022

BUY
$190.16 - $233.88 $65,605 - $80,688
345 Added 2.51%
14,074 $3.05 Million
Q3 2021

Oct 29, 2021

BUY
$220.05 - $250.93 $58,753 - $66,998
267 Added 1.98%
13,729 $3.06 Million
Q1 2021

Apr 29, 2021

BUY
$193.25 - $226.15 $203,492 - $238,135
1,053 Added 8.49%
13,462 $2.85 Million
Q4 2020

Feb 12, 2021

BUY
$180.87 - $218.73 $54,441 - $65,837
301 Added 2.49%
12,409 $2.71 Million
Q3 2020

Nov 03, 2020

SELL
$189.02 - $216.48 $8,316 - $9,525
-44 Reduced 0.36%
12,108 $2.42 Million
Q2 2020

Jul 27, 2020

SELL
$151.85 - $200.48 $152,912 - $201,883
-1,007 Reduced 7.65%
12,152 $2.35 Million
Q1 2020

May 11, 2020

BUY
$135.74 - $213.31 $101,533 - $159,555
748 Added 6.03%
13,159 $2.12 Million
Q4 2019

Feb 07, 2020

SELL
$169.83 - $189.39 $1,358 - $1,515
-8 Reduced 0.06%
12,411 $2.33 Million
Q3 2019

Oct 31, 2019

BUY
$168.86 - $185.74 $607,389 - $668,106
3,597 Added 40.77%
12,419 $2.14 Million
Q2 2019

Aug 06, 2019

SELL
$157.26 - $173.85 $156,945 - $173,502
-998 Reduced 10.16%
8,822 $1.53 Million
Q1 2019

May 08, 2019

SELL
$128.13 - $156.19 $257,797 - $314,254
-2,012 Reduced 17.0%
9,820 $1.53 Million
Q4 2018

Mar 01, 2019

SELL
$121.73 - $150.79 $98,844 - $122,441
-812 Reduced 6.42%
11,832 $1.56 Million
Q3 2018

Feb 28, 2019

SELL
$131.45 - $150.09 $27,210 - $31,068
-207 Reduced 1.61%
12,644 $1.9 Million
Q2 2018

Feb 28, 2019

BUY
$117.7 - $136.28 $106,989 - $123,878
909 Added 7.61%
12,851 $1.7 Million
Q1 2018

Feb 28, 2019

BUY
$113.86 - $126.32 $850,648 - $943,736
7,471 Added 167.1%
11,942 $1.43 Million
Q4 2017

Feb 12, 2018

BUY
$105.31 - $114.35 $470,841 - $511,258
4,471
4,471 $510,000

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 $507B
  • 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

Track Pinnacle Wealth Planning Services, Inc. Portfolio

Follow Pinnacle Wealth Planning Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pinnacle Wealth Planning Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Pinnacle Wealth Planning Services, Inc. with notifications on news.