Walled Lake Planning & Wealth Management, LLC Visa Inc. Transaction History

Walled Lake Planning & Wealth Management, LLC

$226 Million
Q2 2024

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 4,506 shares of V stock, worth $1.31 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares

4,506

Previous 4,768 5.49%

Holding current value

$1.31 Million

Previous $1.33 Million 11.13%

% of portfolio

0.52%

Previous 0.59%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

4,200

Shares Held

1.48B

Call Options Held

11.5M

Put Options Held

9.22M

View Full List

About VISA INC.

Ticker V
Exchange NYSE
Sector Financial Services
Industry Credit Services
Shares Outstandng 1,635,010,048
Market Cap $475B
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...

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Walled Lake Planning & Wealth Management, LLC Visa Inc. Transaction History