A detailed history of Walled Lake Planning & Wealth Management, LLC transactions in Visa Inc. stock. As of the latest transaction made, Walled Lake Planning & Wealth Management, LLC holds 4,547 shares of V stock, worth $1.43 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares
4,547
Previous 4,506 0.91%
Holding current value
$1.43 Million
Previous $1.18 Million 5.75%
% of portfolio
0.51%
Previous 0.52%

Shares

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

Nov 14, 2024

BUY
$253.74 - $291.56 $10,403 - $11,953
41 Added 0.91%
4,547 $1.25 Million
Q2 2024

Aug 12, 2024

SELL
$262.47 - $281.5 $68,767 - $73,753
-262 Reduced 5.49%
4,506 $1.18 Million
Q1 2024

May 13, 2024

BUY
$257.98 - $290.37 $1,289 - $1,451
5 Added 0.1%
4,768 $1.33 Million
Q4 2023

Feb 13, 2024

BUY
$228.81 - $262.38 $1,372 - $1,574
6 Added 0.13%
4,763 $1.24 Million
Q3 2023

Nov 14, 2023

SELL
$229.5 - $248.11 $61,506 - $66,493
-268 Reduced 5.33%
4,757 $1.09 Million
Q2 2023

Aug 11, 2023

BUY
$221.03 - $237.48 $1,547 - $1,662
7 Added 0.14%
5,025 $1.19 Million
Q1 2023

May 12, 2023

BUY
$207.4 - $231.44 $130,662 - $145,807
630 Added 14.36%
5,018 $1.13 Million
Q4 2022

Feb 13, 2023

SELL
$179.14 - $217.69 $175,198 - $212,900
-978 Reduced 18.23%
4,388 $911,000
Q3 2022

Nov 01, 2022

SELL
$177.28 - $217.14 $3,191 - $3,908
-18 Reduced 0.33%
5,366 $953,000
Q2 2022

Aug 09, 2022

SELL
$189.05 - $227.74 $945 - $1,138
-5 Reduced 0.09%
5,384 $1.06 Million
Q1 2022

May 13, 2022

BUY
$190.7 - $235.42 $9,344 - $11,535
49 Added 0.92%
5,389 $1.2 Million
Q4 2021

Feb 10, 2022

SELL
$190.16 - $233.88 $106,679 - $131,206
-561 Reduced 9.51%
5,340 $1.16 Million
Q3 2021

Nov 15, 2021

BUY
$220.05 - $250.93 $27,726 - $31,617
126 Added 2.18%
5,901 $1.31 Million
Q1 2021

May 17, 2021

BUY
$193.25 - $226.15 $386 - $452
2 Added 0.03%
5,775 $1.22 Million
Q4 2020

Feb 19, 2021

SELL
$180.87 - $218.73 $116,661 - $141,080
-645 Reduced 10.05%
5,773 $1.26 Million
Q3 2020

Nov 13, 2020

SELL
$189.02 - $216.48 $56,138 - $64,294
-297 Reduced 4.42%
6,418 $1.28 Million
Q2 2020

Aug 18, 2020

SELL
$151.85 - $200.48 $3,492 - $4,611
-23 Reduced 0.34%
6,715 $1.3 Million
Q1 2020

May 15, 2020

BUY
$135.74 - $213.31 $44,115 - $69,325
325 Added 5.07%
6,738 $1.09 Million
Q4 2019

May 15, 2020

BUY
$169.83 - $189.39 $1.09 Million - $1.21 Million
6,413 New
6,413 $1.21 Million

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 $515B
  • 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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