Number of Shares
24,735.00
Current Holdings Value*
$8.67 Mil
% of Portfolio
3.6%
Total Estimate Gain
$10.83 Mil
% of Total Estimate Gain
75.87%

CONSOLIDATED CAPITAL MANAGEMENT, LLC's Visa Inc Holding Summary

As of 2025-03-31, CONSOLIDATED CAPITAL MANAGEMENT, LLC held 24,735.00 shares of Visa Inc(V), totaling $8.67 Mil. This investment constitutes 3.6% of their stock portfolio, and CONSOLIDATED CAPITAL MANAGEMENT, LLC now holds 0% of the outstanding Visa Inc(V) stock.

The initial trade took place in 2018Q2. And since then CONSOLIDATED CAPITAL MANAGEMENT, LLC has made 10 purchases of V, at an average price of $137.95, for a total of 103,459.00 shares. In addition, there have been 18 sales at an average price of $210.36 for 78,724.00 shares. Based on historical transaction data and V's current price of $345.26, CONSOLIDATED CAPITAL MANAGEMENT, LLC's estimated gain on his V holdings is $10.83 Mil, reflecting a 75.87% gain to date.

CONSOLIDATED CAPITAL MANAGEMENT, LLC V ($345.26) Holding Chart

CONSOLIDATED CAPITAL MANAGEMENT, LLC V ($345.26) 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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