Number of Shares
14,837.00
Current Holdings Value*
$2.97 Mil
% of Portfolio
2.34%
Total Estimate Gain
$3.31 Mil
% of Total Estimate Gain
149.86%

Blue Chip Wealth Management, Inc.'s Visa Inc Holding Summary

As of 2020-09-30, Blue Chip Wealth Management, Inc. held 14,837.00 shares of Visa Inc(V), totaling $2.97 Mil. This investment constitutes 2.34% of their stock portfolio, and Blue Chip Wealth Management, Inc. now holds 0% of the outstanding Visa Inc(V) stock.

The initial trade took place in 2018Q2. And since then Blue Chip Wealth Management, Inc. has made 7 purchases of V, at an average price of $130.29, for a total of 16,960.00 shares. In addition, there have been 3 sales at an average price of $165.46 for 2,123.00 shares. Based on historical transaction data and V's current price of $348.45, Blue Chip Wealth Management, Inc.'s estimated gain on his V holdings is $3.31 Mil, reflecting a 149.86% gain to date.

Blue Chip Wealth Management, Inc. V ($348.45) Holding Chart

Blue Chip Wealth Management, Inc. V ($348.45) 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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