SEC 13F Intelligence

Planning Capital Management Corp / V

Planning Capital Management Corp’s Visa Inc Position

Does Planning Capital Management Corp own Visa Inc (V)? Yes — 6.1K shares worth $2M (+1.12% of its 13F portfolio) as of Q3 2024, up from 4.5K shares the prior filed quarter.

Position Value
$2M
Q3 2024
Shares
6.1K
% of Portfolio
+1.12%
Quarters Held
4
currently held

Position History V

Reported value by quarter
Q4 ’23: $768,503Q4 ’23Q1 ’24: $851,708Q1 ’24Q2 ’24: $1MQ2 ’24Q3 ’24: $2MQ3 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q3 20246.1K$2M+1.12%
Q2 20244.5K$1M+0.84%
Q1 20243.1K$851,708+0.62%
Q4 20233.0K$768,503+0.60%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Planning Capital Management Corp’s full portfolio or all institutional holders of V.