Principle Wealth Partners LLC Visa Inc. Transaction History

Principle Wealth Partners LLC

$1.33 Billion
Q3 2024

A detailed history of Principle Wealth Partners LLC transactions in Visa Inc. stock. As of the latest transaction made, Principle Wealth Partners LLC holds 38,890 shares of V stock, worth $12.4 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares

38,890

Previous 38,741 0.38%

Holding current value

$12.4 Million

Previous $10.2 Million 5.15%

% of portfolio

0.8%

Previous 0.82%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$253.74 - $291.56 $37,807 - $43,442	149 Added 0.38%	38,890 $10.7 Million
Q2 2024 Aug 13, 2024	SELL	$262.47 - $281.5 $97,113 - $104,155	-370 Reduced 0.95%	38,741 $10.2 Million
Q1 2024 Apr 23, 2024	BUY	$257.98 - $290.37 $219,798 - $247,395	852 Added 2.23%	39,111 $10.9 Million
Q4 2023 Feb 05, 2024	BUY	$228.81 - $262.38 $42,787 - $49,065	187 Added 0.49%	38,259 $9.96 Million
Q3 2023 Nov 01, 2023	SELL	$229.5 - $248.11 $81,472 - $88,079	-355 Reduced 0.92%	38,072 $8.76 Million
Q2 2023 Jul 31, 2023	SELL	$221.03 - $237.48 $232,523 - $249,828	-1,052 Reduced 2.66%	38,427 $9.13 Million
Q1 2023 May 10, 2023	BUY	$207.4 - $231.44 $202,837 - $226,348	978 Added 2.54%	39,479 $8.9 Million
Q4 2022 Feb 02, 2023	BUY	$179.14 - $217.69 $42,277 - $51,374	236 Added 0.62%	38,501 $8 Million
Q3 2022 Nov 14, 2022	SELL	$177.28 - $217.14 $119,132 - $145,918	-672 Reduced 1.73%	38,265 $6.8 Million
Q2 2022 Aug 02, 2022	BUY	$189.05 - $227.74 $350,876 - $422,685	1,856 Added 5.01%	38,937 $7.67 Million
Q1 2022 May 12, 2022	SELL	$190.7 - $235.42 $24,028 - $29,662	-126 Reduced 0.34%	37,081 $8.22 Million
Q4 2021 Feb 11, 2022	SELL	$190.16 - $233.88 $725,840 - $892,719	-3,817 Reduced 9.3%	37,207 $8.06 Million
Q3 2021 Nov 16, 2021	SELL	$220.05 - $250.93 $51,491 - $58,717	-234 Reduced 0.57%	41,024 $9.14 Million
Q2 2021 Aug 13, 2021	SELL	$216.86 - $237.32 $41,420 - $45,328	-191 Reduced 0.46%	41,258 $9.65 Million
Q1 2021 May 18, 2021	BUY	$193.25 - $226.15 $57,202 - $66,940	296 Added 0.72%	41,449 $8.78 Million
Q4 2020 Feb 16, 2021	BUY	$180.87 - $218.73 $1.31 Million - $1.58 Million	7,219 Added 21.27%	41,153 $9 Million
Q3 2020 Nov 16, 2020	BUY	$189.02 - $216.48 $9,072 - $10,391	48 Added 0.14%	33,934 $6.79 Million
Q2 2020 Aug 14, 2020	SELL	$151.85 - $200.48 $28,244 - $37,289	-186 Reduced 0.55%	33,886 $6.55 Million
Q1 2020 May 13, 2020	SELL	$135.74 - $213.31 $90,402 - $142,064	-666 Reduced 1.92%	34,072 $5.49 Million
Q4 2019 Feb 04, 2020	SELL	$169.83 - $189.39 $117,522 - $131,057	-692 Reduced 1.95%	34,738 $6.53 Million
Q3 2019 Nov 05, 2019	BUY	$168.86 - $185.74 $1.34 Million - $1.48 Million	7,954 Added 28.95%	35,430 $6.09 Million
Q2 2019 Nov 05, 2019	BUY	$157.26 - $173.85 $567,865 - $627,772	3,611 Added 15.13%	27,476 $4.77 Million
Q1 2019 Oct 30, 2019	SELL	$128.13 - $156.19 $362,992 - $442,486	-2,833 Reduced 10.61%	23,865 $3.73 Million
Q4 2018 Oct 11, 2019	BUY	$121.73 - $150.79 $3.25 Million - $4.03 Million	26,698 New	26,698 $3.52 Million

Others Institutions Holding V

# of Institutions

4,250

Shares Held

1.45B

Call Options Held

13.4M

Put Options Held

12.1M

View Full List

About VISA INC.

Ticker V
Exchange NYSE
Sector Financial Services
Industry Credit Services
Shares Outstandng 1,635,010,048
Market Cap $520B
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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Principle Wealth Partners LLC Visa Inc. Transaction History