Charles Carroll Financial Partners, LLC V Holdings History
Charles Carroll Financial Partners, LLC's Visa Inc Holding Summary
As of 2023-12-31, Charles Carroll Financial Partners, LLC held 18,249.00 shares of Visa Inc(V), totaling $4.75 Mil. This investment constitutes 5.11% of their stock portfolio, and Charles Carroll Financial Partners, LLC now holds 0% of the outstanding Visa Inc(V) stock.
The initial trade took place in 2021Q4. And since then Charles Carroll Financial Partners, LLC has made 5 purchases of V, at an average price of $215.77, for a total of 19,269.00 shares. In addition, there have been 3 sales at an average price of $202.66 for 1,020.00 shares. Based on historical transaction data and V's current price of $349.05, Charles Carroll Financial Partners, LLC's estimated gain on his V holdings is $2.42 Mil, reflecting a 58.18% gain to date.
Charles Carroll Financial Partners, LLC V ($349.05) Holding Chart
Charles Carroll Financial Partners, 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 % | |||
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