Chokshi & Queen Wealth Advisors, Inc V Holdings History
Number of Shares
11,393.00
Current Holdings Value*
$3.99 Mil
% of Portfolio
2.44%
Total Estimate Gain
$576,012.70
% of Total Estimate Gain
16.59%
Chokshi & Queen Wealth Advisors, Inc's Visa Inc Holding Summary
As of 2025-03-31, Chokshi & Queen Wealth Advisors, Inc held 11,393.00 shares of Visa Inc(V), totaling $3.99 Mil. This investment constitutes 2.44% of their stock portfolio, and Chokshi & Queen Wealth Advisors, Inc now holds 0% of the outstanding Visa Inc(V) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $338.38 for 140.00 shares. Based on historical transaction data and V's current price of $351.17, Chokshi & Queen Wealth Advisors, Inc's estimated gain on his V holdings is $576,012.70, reflecting a 16.59% gain to date.
Chokshi & Queen Wealth Advisors, Inc V ($351.17) Holding Chart
Chokshi & Queen Wealth Advisors, Inc V ($351.17) 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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