AdviceOne Advisory Services, LLC V Holdings History
Number of Shares
1,066.00
Current Holdings Value*
$373,530.00
% of Portfolio
0.3%
Total Estimate Gain
$12,919.92
% of Total Estimate Gain
3.58%
AdviceOne Advisory Services, LLC's Visa Inc Holding Summary
As of 2025-03-31, AdviceOne Advisory Services, LLC held 1,066.00 shares of Visa Inc(V), totaling $373,530.00. This investment constitutes 0.3% of their stock portfolio, and AdviceOne Advisory Services, LLC now holds 0% of the outstanding Visa Inc(V) stock.
The initial trade took place in 2025Q1. And since then AdviceOne Advisory Services, LLC has made 1 purchases of V, at an average price of $338.38, for a total of 1,066.00 shares. Based on historical transaction data and V's current price of $350.50, AdviceOne Advisory Services, LLC's estimated gain on his V holdings is $12,919.92, reflecting a 3.58% gain to date.
AdviceOne Advisory Services, LLC V ($350.50) Holding Chart
AdviceOne Advisory Services, LLC V ($350.50) 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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