Pinnacle Wealth Planning Services, Inc. Visa Inc. Transaction History

Pinnacle Wealth Planning Services, Inc.

$838 Million
Q3 2025

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 11,917 shares of V stock, worth $3.88 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares

11,917

Previous 11,827 0.76%

Holding current value

$3.88 Million

Previous $4.2 Million 3.12%

% of portfolio

0.49%

Previous 0.56%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$332.09 - $358.86 $29,888 - $32,297	90 Added 0.76%	11,917 $4.07 Million
Q2 2025 Aug 11, 2025	SELL	$308.27 - $373.31 $75,217 - $91,087	-244 Reduced 2.02%	11,827 $4.2 Million
Q1 2025 May 15, 2025	BUY	$306.92 - $362.71 $37,751 - $44,613	123 Added 1.03%	12,071 $4.23 Million
Q4 2024 Feb 06, 2025	SELL	$273.87 - $320.91 $472,151 - $553,248	-1,724 Reduced 12.61%	11,948 $3.78 Million
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

# of Institutions

4,925

Shares Held

1.45B

Call Options Held

13.6M

Put Options Held

14.1M

View Full List

About VISA INC.

Ticker V
Exchange NYSE
Sector Financial Services
Industry Credit Services
Shares Outstandng 1,635,010,048
Market Cap $533B
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 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.

Account

Pinnacle Wealth Planning Services, Inc. Visa Inc. Transaction History