SUMMIT WEALTH & RETIREMENT PLANNING, INC. – Visa Inc. Transaction History
SUMMIT WEALTH & RETIREMENT PLANNING, INC. portfolio value:
$693,000
portfolio value
SUMMIT WEALTH & RETIREMENT PLANNING, INC. quarter portfolio value change:
-9.77%
quarter
Visa Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -75K | $177.65 | 3.9K | |
| Q2 2022 | share | Decrease | -1.14% | -45 shares | -107K | $196.89 | 3.9K |
| Q1 2022 | share | Decrease | -4.73% | -196 shares | -22K | $221.77 | 3.94K |
| Q4 2021 | share | Decrease | -6.63% | -294 shares | -91K | $217.87 | 4.14K |
| Q3 2021 | share | Decrease | -4.03% | -186 shares | -92K | $222.36 | 4.43K |
| Q2 2021 | share | Decrease | -7.39% | -369 shares | 23K | $233.09 | 4.62K |
| Q1 2021 | share | Decrease | -9.76% | -540 shares | -153K | $210.77 | 4.99K |
| Q4 2020 | share | Decrease | -0.02% | -1 shares | 104K | $217.41 | 5.53K |
| Q3 2020 | share | Decrease | -3.99% | -230 shares | -7K | $198.46 | 5.53K |
| Q2 2020 | share | Increase | +305.13% | 4.33K shares | 884K | $191.42 | 5.76K |
| Q1 2020 | share | Increase | 0.00% | 1.42K shares | 229K | $159.39 | 1.42K |