Crown Oak Advisors, LLC V Holdings History
Crown Oak Advisors, LLC's Visa Inc Holding Summary
As of 2025-06-30, Crown Oak Advisors, LLC held 64,673.00 shares of Visa Inc(V), totaling $22.96 Mil. This investment constitutes 10.86% of their stock portfolio, and Crown Oak Advisors, LLC now holds 0% of the outstanding Visa Inc(V) stock.
The initial trade took place in 2023Q4. And since then Crown Oak Advisors, LLC has made 4 purchases of V, at an average price of $249.83, for a total of 67,125.00 shares. In addition, there have been 2 sales at an average price of $275.18 for 2,452.00 shares. Based on historical transaction data and V's current price of $355.29, Crown Oak Advisors, LLC's estimated gain on his V holdings is $6.88 Mil, reflecting a 41.04% gain to date.
Crown Oak Advisors, LLC V ($355.29) Holding Chart
Crown Oak Advisors, LLC V ($355.29) 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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