Brown Shipley& Co Ltd V Holdings History
Number of Shares
35,469.00
Current Holdings Value*
$12.43 Mil
% of Portfolio
7.04%
Total Estimate Gain
$5.29 Mil
% of Total Estimate Gain
50.10%
Brown Shipley& Co Ltd's Visa Inc Holding Summary
As of 2025-03-31, Brown Shipley& Co Ltd held 35,469.00 shares of Visa Inc(V), totaling $12.43 Mil. This investment constitutes 7.04% of their stock portfolio, and Brown Shipley& Co Ltd now holds 0% of the outstanding Visa Inc(V) stock.
The initial trade took place in 2023Q1. And since then Brown Shipley& Co Ltd has made 2 purchases of V, at an average price of $224.21, for a total of 47,129.00 shares. In addition, there have been 6 sales at an average price of $268.63 for 11,660.00 shares. Based on historical transaction data and V's current price of $358.86, Brown Shipley& Co Ltd's estimated gain on his V holdings is $5.29 Mil, reflecting a 50.10% gain to date.
Brown Shipley& Co Ltd V ($358.86) Holding Chart
Brown Shipley& Co Ltd 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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