Wealth Plan Partners, LLC Visa Inc. Transaction History

Wealth Plan Partners, LLC

$745 Billion
Q3 2024

A detailed history of Wealth Plan Partners, LLC transactions in Visa Inc. stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 5,774 shares of V stock, worth $1.85 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

5,774

Previous 14,183 59.29%

Holding current value

$1.85 Million

Previous $3.72 Billion 57.35%

% of portfolio

0.21%

Previous 0.4%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 05, 2024	SELL	$253.74 - $291.56 $2.13 Million - $2.45 Million	-8,409 Reduced 59.29%	5,774 $1.59 Billion
Q2 2024 Aug 09, 2024	BUY	$262.47 - $281.5 $66,667 - $71,501	254 Added 1.82%	14,183 $3.72 Billion
Q1 2024 May 07, 2024	BUY	$257.98 - $290.37 $632,308 - $711,696	2,451 Added 21.35%	13,929 $3.89 Billion
Q4 2023 Jan 05, 2024	BUY	$228.81 - $262.38 $71,617 - $82,124	313 Added 2.8%	11,478 $2.99 Billion
Q3 2023 Nov 01, 2023	BUY	$229.5 - $248.11 $1.18 Million - $1.28 Million	5,142 Added 85.37%	11,165 $2.57 Billion
Q2 2023 Jul 31, 2023	SELL	$221.03 - $237.48 $868,205 - $932,821	-3,928 Reduced 39.47%	6,023 $1.43 Billion
Q1 2023 May 10, 2023	SELL	$207.4 - $231.44 $1.09 Million - $1.21 Million	-5,241 Reduced 34.5%	9,951 $2.24 Billion
Q4 2022 Feb 16, 2023	SELL	$179.14 - $217.69 $104,617 - $127,130	-584 Reduced 3.7%	15,192 $3.48 Billion
Q1 2022 May 03, 2022	BUY	$190.7 - $235.42 $549,597 - $678,480	2,882 Added 22.35%	15,776 $3.36 Million
Q4 2021 Feb 01, 2022	BUY	$190.16 - $233.88 $112,574 - $138,456	592 Added 4.81%	12,894 $2.92 Million
Q3 2021 Dec 09, 2021	BUY	$220.05 - $250.93 $126,308 - $144,033	574 Added 4.89%	12,302 $2.74 Million
Q2 2021 Aug 19, 2021	BUY	$216.86 - $237.32 $280,183 - $306,617	1,292 Added 12.38%	11,728 $2.76 Million
Q1 2021 May 11, 2021	BUY	$193.25 - $226.15 $209,096 - $244,694	1,082 Added 11.57%	10,436 $2.42 Million
Q4 2020 Feb 09, 2021	BUY	$180.87 - $218.73 $747,354 - $903,792	4,132 Added 79.13%	9,354 $1.96 Million
Q3 2020 Dec 18, 2020	SELL	$189.02 - $216.48 $49,712 - $56,934	-263 Reduced 4.79%	5,222 $1.09 Million
Q2 2020 Aug 19, 2020	SELL	$151.85 - $200.48 $9,870 - $13,031	-65 Reduced 1.17%	5,485 $1.08 Million
Q1 2020 May 15, 2020	BUY	$135.74 - $213.31 $336,227 - $528,368	2,477 Added 80.61%	5,550 $1 Million
Q4 2019 Feb 14, 2020	BUY	$169.83 - $189.39 $60,799 - $67,801	358 Added 13.19%	3,073 $637,000
Q3 2019 Nov 15, 2019	BUY	$168.86 - $185.74 $34,109 - $37,519	202 Added 8.04%	2,715 $487,000
Q2 2019 Aug 19, 2019	SELL	$157.26 - $173.85 $264,511 - $292,415	-1,682 Reduced 40.1%	2,513 $449,000
Q1 2019 May 16, 2019	SELL	$128.13 - $156.19 $58,171 - $70,910	-454 Reduced 9.77%	4,195 $683,000
Q4 2018 Feb 20, 2019	BUY	$121.73 - $150.79 $34,571 - $42,824	284 Added 6.51%	4,649 $673,000
Q3 2018 Nov 21, 2018	SELL	$131.45 - $150.09 $59,152 - $67,540	-450 Reduced 9.35%	4,365 $582,000
Q2 2018 Aug 16, 2018	BUY	$117.7 - $136.28 $22,716 - $26,302	193 Added 4.18%	4,815 $637,000
Q1 2018 May 16, 2018	BUY	$113.86 - $126.32 $526,260 - $583,851	4,622 New	4,622 $553,000

Others Institutions Holding V

# of Institutions

4,249

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 $524B
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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Wealth Plan Partners, LLC Visa Inc. Transaction History