A detailed history of Summit Wealth & Retirement Planning, Inc. transactions in Visa Inc. stock. As of the latest transaction made, Summit Wealth & Retirement Planning, Inc. holds 928 shares of V stock, worth $245,725. This represents 0.1% of its overall portfolio holdings.

Number of Shares
928
Previous 1,223 24.12%
Holding current value
$245,725
Previous $318,000 18.87%
% of portfolio
0.1%
Previous 0.13%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024

SELL
$257.98 - $290.37 $76,104 - $85,659
-295 Reduced 24.12%
928 $258,000
Q4 2023

Feb 01, 2024

SELL
$228.81 - $262.38 $8,923 - $10,232
-39 Reduced 3.09%
1,223 $318,000
Q3 2023

Oct 25, 2023

SELL
$229.5 - $248.11 $9,639 - $10,420
-42 Reduced 3.22%
1,262 $290,000
Q2 2023

Jul 26, 2023

SELL
$221.03 - $237.48 $353,426 - $379,730
-1,599 Reduced 55.08%
1,304 $309,000
Q1 2023

May 11, 2023

SELL
$207.4 - $231.44 $209,888 - $234,217
-1,012 Reduced 25.85%
2,903 $654,000
Q4 2022

Feb 09, 2023

BUY
$179.14 - $217.69 $2,687 - $3,265
15 Added 0.38%
3,915 $813,000
Q2 2022

Aug 02, 2022

SELL
$189.05 - $227.74 $8,507 - $10,248
-45 Reduced 1.14%
3,900 $768,000
Q1 2022

May 12, 2022

SELL
$190.7 - $235.42 $37,377 - $46,142
-196 Reduced 4.73%
3,945 $875,000
Q4 2021

Feb 03, 2022

SELL
$190.16 - $233.88 $55,907 - $68,760
-294 Reduced 6.63%
4,141 $897,000
Q3 2021

Nov 12, 2021

SELL
$220.05 - $250.93 $40,929 - $46,672
-186 Reduced 4.03%
4,435 $988,000
Q2 2021

Aug 13, 2021

SELL
$216.86 - $237.32 $80,021 - $87,571
-369 Reduced 7.39%
4,621 $1.08 Million
Q1 2021

May 10, 2021

SELL
$193.25 - $226.15 $104,355 - $122,121
-540 Reduced 9.76%
4,990 $1.06 Million
Q4 2020

Feb 09, 2021

SELL
$180.87 - $218.73 $180 - $218
-1 Reduced 0.02%
5,530 $1.21 Million
Q3 2020

Nov 10, 2020

SELL
$189.02 - $216.48 $43,474 - $49,790
-230 Reduced 3.99%
5,531 $1.11 Million
Q2 2020

Aug 13, 2020

BUY
$151.85 - $200.48 $658,877 - $869,882
4,339 Added 305.13%
5,761 $1.11 Million
Q1 2020

May 11, 2020

BUY
$135.74 - $213.31 $193,022 - $303,326
1,422 New
1,422 $229,000

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 $433B
  • 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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