Number of Shares
526,881.00
Current Holdings Value*
$116.85 Mil
% of Portfolio
4.93%
Total Estimate Gain
$178.87 Mil
% of Total Estimate Gain
285.81%

Barrett Asset Management, LLC's Visa Inc Holding Summary

As of 2022-03-31, Barrett Asset Management, LLC held 526,881.00 shares of Visa Inc(V), totaling $116.85 Mil. This investment constitutes 4.93% of their stock portfolio, and Barrett Asset Management, LLC now holds 0.03% of the outstanding Visa Inc(V) stock.

The initial trade took place in 2014Q1. And since then Barrett Asset Management, LLC has made 4 purchases of V, at an average price of $65.81, for a total of 951,012.00 shares. In addition, there have been 19 sales at an average price of $123.50 for 424,131.00 shares. Based on historical transaction data and V's current price of $358.86, Barrett Asset Management, LLC's estimated gain on his V holdings is $178.87 Mil, reflecting a 285.81% gain to date.

Barrett Asset Management, LLC V ($358.86) Holding Chart

Barrett Asset Management, LLC 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 %

Top Ranked Articles

  • 1