Number of Shares
38,200.00
Current Holdings Value*
$13.39 Mil
% of Portfolio
3.68%
Total Estimate Gain
$6.45 Mil
% of Total Estimate Gain
89.46%

Advanced Asset Management Advisors Inc's Visa Inc Holding Summary

As of 2025-03-31, Advanced Asset Management Advisors Inc held 38,200.00 shares of Visa Inc(V), totaling $13.39 Mil. This investment constitutes 3.68% of their stock portfolio, and Advanced Asset Management Advisors Inc now holds 0% of the outstanding Visa Inc(V) stock.

The initial trade took place in 2018Q2. And since then Advanced Asset Management Advisors Inc has made 5 purchases of V, at an average price of $178.79, for a total of 40,325.00 shares. In addition, there have been 4 sales at an average price of $163.62 for 2,125.00 shares. Based on historical transaction data and V's current price of $348.48, Advanced Asset Management Advisors Inc's estimated gain on his V holdings is $6.45 Mil, reflecting a 89.46% gain to date.

Advanced Asset Management Advisors Inc V ($348.48) Holding Chart

Advanced Asset Management Advisors Inc V ($348.48) 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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