Crestwood Advisors Group, LLC V Holdings History
Crestwood Advisors Group, LLC's Visa Inc Holding Summary
As of 2025-03-31, Crestwood Advisors Group, LLC held 343,927.00 shares of Visa Inc(V), totaling $120.53 Mil. This investment constitutes 2.29% of their stock portfolio, and Crestwood Advisors Group, LLC now holds 0.02% of the outstanding Visa Inc(V) stock.
The initial trade took place in 2014Q1. And since then Crestwood Advisors Group, LLC has made 24 purchases of V, at an average price of $151.98, for a total of 431,703.00 shares. In addition, there have been 11 sales at an average price of $203.69 for 87,776.00 shares. Based on historical transaction data and V's current price of $349.05, Crestwood Advisors Group, LLC's estimated gain on his V holdings is $72.32 Mil, reflecting a 110.23% gain to date.
Crestwood Advisors Group, LLC V ($349.05) Holding Chart
Crestwood Advisors 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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