Blue Zone Wealth Advisors, LLC V Holdings History
Blue Zone Wealth Advisors, LLC's Visa Inc Holding Summary
As of 2025-03-31, Blue Zone Wealth Advisors, LLC held 22,549.00 shares of Visa Inc(V), totaling $7.90 Mil. This investment constitutes 2.2% of their stock portfolio, and Blue Zone Wealth Advisors, LLC now holds 0% of the outstanding Visa Inc(V) stock.
The initial trade took place in 2021Q2. And since then Blue Zone Wealth Advisors, LLC has made 12 purchases of V, at an average price of $228.56, for a total of 25,248.00 shares. In addition, there have been 4 sales at an average price of $296.07 for 2,699.00 shares. Based on historical transaction data and V's current price of $347.02, Blue Zone Wealth Advisors, LLC's estimated gain on his V holdings is $2.85 Mil, reflecting a 49.45% gain to date.
Blue Zone Wealth Advisors, LLC V ($347.02) Holding Chart
Blue Zone Wealth Advisors, LLC V ($347.02) 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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