Number of Shares
2.60 Mil
Current Holdings Value*
$998.00 Mil
% of Portfolio
3.26%
Total Estimate Gain
$395.17 Mil
% of Total Estimate Gain
28.55%

Bank Julius Baer & Co. Ltd, Zurich's Visa Inc Holding Summary

As of 2025-03-31, Bank Julius Baer & Co. Ltd, Zurich held 2.60 Mil shares of Visa Inc(V), totaling $998.00 Mil. This investment constitutes 3.26% of their stock portfolio, and Bank Julius Baer & Co. Ltd, Zurich now holds 0.14% of the outstanding Visa Inc(V) stock.

The initial trade took place in 2020Q1. And since then Bank Julius Baer & Co. Ltd, Zurich has made 15 purchases of V, at an average price of $238.38, for a total of 5.81 Mil shares. In addition, there have been 5 sales at an average price of $264.06 for 3.21 Mil shares. Based on historical transaction data and V's current price of $358.86, Bank Julius Baer & Co. Ltd, Zurich's estimated gain on his V holdings is $395.17 Mil, reflecting a 28.55% gain to date.

Bank Julius Baer & Co. Ltd, Zurich V ($358.86) Holding Chart

Bank Julius Baer & Co. Ltd, Zurich V ($358.86) 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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