Number of Shares
109,004.00
Current Holdings Value*
$19.36 Mil
% of Portfolio
3.02%
Total Estimate Gain
$30.91 Mil
% of Total Estimate Gain
207.13%

BTR CAPITAL MANAGEMENT INC's Visa Inc Holding Summary

As of 2022-09-30, BTR CAPITAL MANAGEMENT INC held 109,004.00 shares of Visa Inc(V), totaling $19.36 Mil. This investment constitutes 3.02% of their stock portfolio, and BTR CAPITAL MANAGEMENT INC now holds 0.01% of the outstanding Visa Inc(V) stock.

The initial trade took place in 2013Q4. And since then BTR CAPITAL MANAGEMENT INC has made 11 purchases of V, at an average price of $87.93, for a total of 169,739.00 shares. In addition, there have been 17 sales at an average price of $125.69 for 60,735.00 shares. Based on historical transaction data and V's current price of $350.50, BTR CAPITAL MANAGEMENT INC's estimated gain on his V holdings is $30.91 Mil, reflecting a 207.13% gain to date.

BTR CAPITAL MANAGEMENT INC V ($350.50) Holding Chart

BTR CAPITAL MANAGEMENT INC 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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