Capital Wealth Planning, LLC V Holdings History
Capital Wealth Planning, LLC's Visa Inc Holding Summary
As of 2025-03-31, Capital Wealth Planning, LLC held 1.84 Mil shares of Visa Inc(V), totaling $643.85 Mil. This investment constitutes 5.58% of their stock portfolio, and Capital Wealth Planning, LLC now holds 0.1% of the outstanding Visa Inc(V) stock.
The initial trade took place in 2015Q2. And since then Capital Wealth Planning, LLC has made 25 purchases of V, at an average price of $208.50, for a total of 2.21 Mil shares. In addition, there have been 6 sales at an average price of $281.58 for 369,581.00 shares. Based on historical transaction data and V's current price of $349.05, Capital Wealth Planning, LLC's estimated gain on his V holdings is $285.23 Mil, reflecting a 61.99% gain to date.
Capital Wealth Planning, LLC V ($349.05) Holding Chart
Capital Wealth Planning, LLC V ($349.05) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
