Number of Shares
8,910.00
Current Holdings Value*
$3.12 Mil
% of Portfolio
2.85%
Total Estimate Gain
$427,501.80
% of Total Estimate Gain
15.94%

Cypress Advisory Group LLC's Visa Inc Holding Summary

As of 2025-03-31, Cypress Advisory Group LLC held 8,910.00 shares of Visa Inc(V), totaling $3.12 Mil. This investment constitutes 2.85% of their stock portfolio, and Cypress Advisory Group LLC now holds 0% of the outstanding Visa Inc(V) stock.

The initial trade took place in 2024Q4. Based on historical transaction data and V's current price of $349.05, Cypress Advisory Group LLC's estimated gain on his V holdings is $427,501.80, reflecting a 15.94% gain to date.

Cypress Advisory Group LLC V ($349.05) Holding Chart

Cypress Advisory 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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