Number of Shares
26,390.00
Current Holdings Value*
$9.25 Mil
% of Portfolio
3.47%
Total Estimate Gain
$5.43 Mil
% of Total Estimate Gain
71.58%

DELTA FINANCIAL ADVISORS LLC's Visa Inc Holding Summary

As of 2025-03-31, DELTA FINANCIAL ADVISORS LLC held 26,390.00 shares of Visa Inc(V), totaling $9.25 Mil. This investment constitutes 3.47% of their stock portfolio, and DELTA FINANCIAL ADVISORS LLC now holds 0% of the outstanding Visa Inc(V) stock.

The initial trade took place in 2019Q2. And since then DELTA FINANCIAL ADVISORS LLC has made 6 purchases of V, at an average price of $165.61, for a total of 45,827.00 shares. In addition, there have been 17 sales at an average price of $192.21 for 19,437.00 shares. Based on historical transaction data and V's current price of $351.86, DELTA FINANCIAL ADVISORS LLC's estimated gain on his V holdings is $5.43 Mil, reflecting a 71.58% gain to date.

DELTA FINANCIAL ADVISORS LLC V ($351.86) Holding Chart

DELTA FINANCIAL ADVISORS LLC V ($351.86) 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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