Brown Shipley& Co Ltd V Holdings History
Number of Shares
31,766.00
Current Holdings Value*
$11.28 Mil
% of Portfolio
6.21%
Total Estimate Gain
$5.03 Mil
% of Total Estimate Gain
47.63%
Brown Shipley& Co Ltd's Visa Inc Holding Summary
As of 2025-06-30, Brown Shipley& Co Ltd held 31,766.00 shares of Visa Inc(V), totaling $11.28 Mil. This investment constitutes 6.21% 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 7 sales at an average price of $287.90 for 15,363.00 shares. Based on historical transaction data and V's current price of $351.86, Brown Shipley& Co Ltd's estimated gain on his V holdings is $5.03 Mil, reflecting a 47.63% gain to date.
Brown Shipley& Co Ltd V ($351.86) Holding Chart
Brown Shipley& Co Ltd V ($351.86) 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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