Number of Shares
14,024.00
Current Holdings Value*
$4.98 Mil
% of Portfolio
2.28%
Total Estimate Gain
$2.36 Mil
% of Total Estimate Gain
55.26%

CALDWELL SUTTER CAPITAL, INC.'s Visa Inc Holding Summary

As of 2025-06-30, CALDWELL SUTTER CAPITAL, INC. held 14,024.00 shares of Visa Inc(V), totaling $4.98 Mil. This investment constitutes 2.28% of their stock portfolio, and CALDWELL SUTTER CAPITAL, INC. now holds 0% of the outstanding Visa Inc(V) stock.

The initial trade took place in 2022Q4. And since then CALDWELL SUTTER CAPITAL, INC. has made 3 purchases of V, at an average price of $211.41, for a total of 20,229.00 shares. In addition, there have been 7 sales at an average price of $266.94 for 6,205.00 shares. Based on historical transaction data and V's current price of $355.34, CALDWELL SUTTER CAPITAL, INC.'s estimated gain on his V holdings is $2.36 Mil, reflecting a 55.26% gain to date.

CALDWELL SUTTER CAPITAL, INC. V ($355.34) Holding Chart

CALDWELL SUTTER CAPITAL, INC. V ($355.34) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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