Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$753,451.92
% of Total Estimate Gain
53.10%

Cedar Brook Financial Partners, LLC's Visa Inc Holding Summary

As of 2024-09-30, Cedar Brook Financial Partners, LLC held - shares of Visa Inc(V), totaling N/A. This investment constitutes 0% of their stock portfolio, and Cedar Brook Financial Partners, LLC now holds 0% of the outstanding Visa Inc(V) stock.

The initial trade took place in 2018Q4. And since then Cedar Brook Financial Partners, LLC has made 8 purchases of V, at an average price of $148.36, for a total of 9,563.00 shares. In addition, there have been 14 sales at an average price of $227.15 for 9,563.00 shares. Based on historical transaction data and V's current price of $351.86, Cedar Brook Financial Partners, LLC's estimated gain on his V holdings is $753,451.92, reflecting a 53.10% gain to date.

Cedar Brook Financial Partners, LLC V ($351.86) Holding Chart

Cedar Brook Financial Partners, LLC 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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