BARLOW WEALTH PARTNERS, INC. V Holdings History
Number of Shares
103,839.00
Current Holdings Value*
$34.80 Mil
% of Portfolio
4.57%
Total Estimate Gain
$10.32 Mil
% of Total Estimate Gain
39.39%
BARLOW WEALTH PARTNERS, INC.'s Visa Inc Holding Summary
As of 2025-03-31, BARLOW WEALTH PARTNERS, INC. held 103,839.00 shares of Visa Inc(V), totaling $34.80 Mil. This investment constitutes 4.57% of their stock portfolio, and BARLOW WEALTH PARTNERS, INC. now holds 0.01% of the outstanding Visa Inc(V) stock.
The initial trade took place in 2023Q4. And since then BARLOW WEALTH PARTNERS, INC. has made 5 purchases of V, at an average price of $252.44, for a total of 103,839.00 shares. Based on historical transaction data and V's current price of $351.86, BARLOW WEALTH PARTNERS, INC.'s estimated gain on his V holdings is $10.32 Mil, reflecting a 39.39% gain to date.
BARLOW WEALTH PARTNERS, INC. V ($351.86) Holding Chart
BARLOW WEALTH PARTNERS, INC. V ($351.86) 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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