Number of Shares
195,114.00
Current Holdings Value*
$68.38 Mil
% of Portfolio
4.79%
Total Estimate Gain
$60.05 Mil
% of Total Estimate Gain
189.69%

Aureus Asset Management, LLC's Visa Inc Holding Summary

As of 2025-03-31, Aureus Asset Management, LLC held 195,114.00 shares of Visa Inc(V), totaling $68.38 Mil. This investment constitutes 4.79% of their stock portfolio, and Aureus Asset Management, LLC now holds 0.01% of the outstanding Visa Inc(V) stock.

The initial trade took place in 2014Q1. And since then Aureus Asset Management, LLC has made 24 purchases of V, at an average price of $103.17, for a total of 306,859.00 shares. In addition, there have been 14 sales at an average price of $211.75 for 111,745.00 shares. Based on historical transaction data and V's current price of $348.77, Aureus Asset Management, LLC's estimated gain on his V holdings is $60.05 Mil, reflecting a 189.69% gain to date.

Aureus Asset Management, LLC V ($348.77) Holding Chart

Aureus Asset Management, LLC V ($348.77) 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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