Number of Shares
41,491.00
Current Holdings Value*
$14.73 Mil
% of Portfolio
2.93%
Total Estimate Gain
$6.10 Mil
% of Total Estimate Gain
69.80%

Community Financial Services Group, LLC's Visa Inc Holding Summary

As of 2025-06-30, Community Financial Services Group, LLC held 41,491.00 shares of Visa Inc(V), totaling $14.73 Mil. This investment constitutes 2.93% of their stock portfolio, and Community Financial Services Group, LLC now holds 0% of the outstanding Visa Inc(V) stock.

The initial trade took place in 2014Q4. And since then Community Financial Services Group, LLC has made 13 purchases of V, at an average price of $204.44, for a total of 42,773.00 shares. In addition, there have been 5 sales at an average price of $285.18 for 1,282.00 shares. Based on historical transaction data and V's current price of $349.05, Community Financial Services Group, LLC's estimated gain on his V holdings is $6.10 Mil, reflecting a 69.80% gain to date.

Community Financial Services Group, LLC V ($349.05) Holding Chart

Community Financial Services Group, 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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