Colonial Trust Advisors V Holdings History
Number of Shares
82,404.00
Current Holdings Value*
$28.88 Mil
% of Portfolio
2.57%
Total Estimate Gain
$25.17 Mil
% of Total Estimate Gain
221.39%
Colonial Trust Advisors's Visa Inc Holding Summary
As of 2025-03-31, Colonial Trust Advisors held 82,404.00 shares of Visa Inc(V), totaling $28.88 Mil. This investment constitutes 2.57% of their stock portfolio, and Colonial Trust Advisors now holds 0% of the outstanding Visa Inc(V) stock.
The initial trade took place in 2014Q1. And since then Colonial Trust Advisors has made 9 purchases of V, at an average price of $78.99, for a total of 143,898.00 shares. In addition, there have been 27 sales at an average price of $127.85 for 61,494.00 shares. Based on historical transaction data and V's current price of $347.93, Colonial Trust Advisors's estimated gain on his V holdings is $25.17 Mil, reflecting a 221.39% gain to date.
Colonial Trust Advisors V ($347.93) Holding Chart
Colonial Trust Advisors V ($347.93) 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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