WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC – Visa Inc. Transaction History
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC portfolio value:
$953,000
portfolio value
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 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 | Decrease | -0.33% | -18 shares | -107K | $177.65 | 5.36K |
| Q2 2022 | share | Decrease | -0.09% | -5 shares | -135K | $196.89 | 5.38K |
| Q1 2022 | share | Increase | +0.92% | 49 shares | 38K | $221.77 | 5.38K |
| Q4 2021 | share | Decrease | -9.51% | -561 shares | -157K | $217.87 | 5.34K |
| Q3 2021 | share | Increase | +2.18% | 126 shares | -36K | $222.36 | 5.90K |
| Q2 2021 | share | 0.00% | 0 shares | 127K | $233.09 | 5.77K | |
| Q1 2021 | share | Increase | +0.03% | 2 shares | -40K | $210.77 | 5.77K |
| Q4 2020 | share | Decrease | -10.05% | -645 shares | -20K | $217.41 | 5.77K |
| Q3 2020 | share | Decrease | -4.42% | -297 shares | -14K | $198.46 | 6.41K |
| Q2 2020 | share | Decrease | -0.34% | -23 shares | 211K | $191.42 | 6.71K |
| Q1 2020 | share | Increase | +5.07% | 325 shares | -119K | $159.39 | 6.73K |
| Q4 2019 | share | Increase | 0.00% | 6.41K shares | 1.20M | $185.61 | 6.41K |