CAPITAL & PLANNING, LLC V Holdings History
CAPITAL & PLANNING, LLC's Visa Inc Holding Summary
As of 2025-03-31, CAPITAL & PLANNING, LLC held 42,468.00 shares of Visa Inc(V), totaling $14.88 Mil. This investment constitutes 11.05% of their stock portfolio, and CAPITAL & PLANNING, LLC now holds 0% of the outstanding Visa Inc(V) stock.
The initial trade took place in 2024Q4. And since then CAPITAL & PLANNING, LLC has made 1 purchases of V, at an average price of $301.29, for a total of 42,468.00 shares. Based on historical transaction data and V's current price of $353.97, CAPITAL & PLANNING, LLC's estimated gain on his V holdings is $2.24 Mil, reflecting a 17.48% gain to date.
CAPITAL & PLANNING, LLC V ($353.97) Holding Chart
CAPITAL & PLANNING, LLC V ($353.97) 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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